This feature is to help in situations where you use your Custodia card for a personal expense. On our web dashboard, you have the ability to mark the expense as "Personal" which will notify the reviewer at your company that this is a personal expense. The reviewer can then reimburse the company via payroll.
Please see the following steps that will allow you to designate the expenses as "Personal".
- On a web browser, navigate to my.custodia.ai and log in with your work email.
- In the top menu bar select Activity > Expenses
- Find the expense you'd like to update, then use the green hover menu to select Edit Expense
- Change the toggle from Business to Personal and SAVE.
