Overview
Custodia now supports PO Consolidation across multiple Purchase Order line items within a single activity. This enables cardholders to spend against a larger combined budget while still maintaining PO-level tracking for reporting and reconciliation.
This guide walks through how a user can consolidate multiple PO line items into a single Custodia Activity for streamlined expense submission.
Scenario
You’ve received a Purchase Order (PO 10001) from your company admin. This PO includes 4 line items, each valued at $50, representing spending for four fiscal quarters:
PO Line 1 – $50
PO Line 2 – $50
PO Line 3 – $50
PO Line 4 – $50
Custodia will create separate activities each, and now you can consolidate all related PO lines into a single Custodia activity with a total budget of $200. This will allow you to use your Custodia card to make one or more purchases that draw from the combined activity budget, while still assigning expenses to individual PO lines later.
Step-by-Step Instructions
1: Open the Mobile App
Launch the Custodia Mobile App and log in with your credentials
📸 Insert Screenshot
2: View Your PO Assigned Activity
Tap Activities in the bottom navigation
You should see your activities labeled with PO# 10001 and a total budget of $200
4: Consolidate your Purchase Order
Swipe from left to right on the top of the activity panel to reveal the Consolidate button
You will then see a list of all activities related to this specific Purchase Order - PO 10001
You can Select All or a selection of the available activities into your Consolidated PO activity
- Click Submit to consolidate
5: Make a Purchase Using Your Custodia Card
- Once the action is completed, you will see a confirmation on each activity that has been consolidated.
You can now spend up to $200 on your Custodia card
Once your transaction is approved, you will receive a notification with the actions to resolve the transaction split
5: Attach Receipt
Click Upload Receipt to add a receipt
6: Review and Split the Expense
Select "Consolidate Split"
Use the amount field of each activity to allocate the $200 transaction across the 4 original PO lines
Example split:
PO Line 1 – $50
PO Line 2 – $50
PO Line 3 – $50
PO Line 4 – $50
- Select Confirm to continue
- Ensure that you have received the notification that the consolidation has been finalized
Key Notes
PO Consolidation feature is currently only available on the mobile application
- The Consolidated PO will create a Purchase Order Group Pay
Consolidated activities can be split across any of the original PO lines
You will still need to lock any overlapping activities to help ensure correct expense classification