Managing receipts is one of the most common tasks for expense tracking, therefore our platform prioritizes this with the use of action items. Properly managing these action items promptly ensures that your records stay organized and up to date.
However, there are cases where a receipt may not have been provided or is not needed for the expense. This guide provides step-by-step instructions on how to upload a receipt affidavit in place of any missing receipt.
Step 1: Identify the Action Item
- Log into your Custodia mobile app
- Find the action item on your Organize page and swipe from left to right to reveal and select Add Receipt
Step 2: Upload a Receipt Affidavit
- Select "Receipt Unavailable" from the list of options
- Use the options in the list provided to best describe the reason for the missing receipt
For example you can use "Authorization Hold" and type in "Hotel Incidental" to clarify a pending hotel incidental charge that will eventually drop
Step 3: Complete the Process and Confirm
- Select Sign and Approve then Done to complete the process.
- Check Your Dashboard to verify that the notification no longer appears in your action items.