The Out of Pocket feature is now available on Custodia’s Web Dashboard. This allows users to submit and manage cash expenses quickly and efficiently on desktop. This includes uploading receipts, reviewing details, and submitting one or multiple expenses for reimbursement
Step-by-Step Instructions
1: Navigate to the OOP Request Form
From the main menu, navigate to Activity > New Out of Pocket Request
2: Upload Your Receipt
Start by Uploading your receipt, you have two options:
Upload your physical receipt that is saved to your PC
or
Report Receipt Unavailable if no receipt is available
3: Review Receipt Details
Ensure the receipt details are accurate. You may adjust the following fields:
Date: Use the date picker if the scanned date is incorrect
Currency: Use the currency dropdown to select the correct currency if incorrect
Merchant Name (& additional details): If incorrect or missing, you can enter the details for each
- Select Next to Continue
4: Review Expense Details
Select the appropriate Expense Type that best describes the transaction
- Replace or add an additional receipt if required
Complete all required fields (e.g., description, cost center, identifier tags etc.)
5: Save the Expense
Click Save Changes to add the expense to your current Expense Report.
You can use the "x" to remove any expense lines if necessary
6: Add Additional Expenses (Optional)
To include more expenses in the same request, click Report Additional Expense and repeat Steps 2–5
7: Finalize and Submit
After entering all expenses, click Finalize & Submit to send the expense or expenses in the report for approval. 🙌
Notes
You can submit one or multiple expenses in a single session
Required fields will be marked with (*) and must be completed before submission
Once submitted, expenses will follow your organization’s approval workflow
- Reimbursement will be received through your company's payroll