What are Expenses?

Expenses are the transactions made by the user, with the relevant data associated with it, as it is filled in the Custodia’s system. 
 

Web App

1. Log in to the web app from your browser (Chrome is recommended) at https://my.custodia.ai.
2. From the top menu, click on Activity -> expenses.
3. In the expense screen, you can find the following:
   • A - date range - you can choose to view the expenses that related to a specific time frame from the dropdown menu. The options are a certain month, the current quarter, the last three months, year to date or the last year.
   • B - search bar - enables you searching for expenses using free text.
   • C - showing the transactions in their original currency.
   • D - transactions filters.
   • E - subsidiaries - enabling choosing transactions that relate to a certain subsidiary, a number of subsidiaries or all of them.
   • F - refresh button.
   • G - additional options:
     • export - exporting expenses from Custodia's system using an existing template or creating new templates.
     • display mode - choosing how detailed the transactions will appear in the table.
   • H - activity - hovering over the activity symbol shows the activity details. If the transaction is related to an approved activity (vs. using discretionary spend), you can find its summary in the floating message - the total budget assigned to the activity, the activity type and the available time period to utilize that budget. Clicking on the message opens the activity tile.
   • I - indication if the employee is still needed to edit the expense (for instance, the employee needs to add relevant details and attach a receipt), or if it's marked as ready for review.
   • J - indication if a receipt is required. 
4.  

4. When hovering over any row, the options bar pops, and you can choose from the following:

• K - splitting the expense into as many parts as you need.
• L - editing the expense.
• M - receipt requiring - signals if the needed receipt is attached (and then you can see it) or if the employee needs to upload it. 
• N - blocking the merchant.
• O - approving the expense.