How Do I Add Merchants to Activities?

In Custodia, you can assign a specific merchant or list of merchants to a Custodia Activity. This helps ensure that expenses are matched to the correct vendor and stay compliant with company policy.

You can add merchants when creating a new Activity or by editing an existing one—on both web and mobile.

Adding a Merchant to a New Activity (Web)

1. Start a New Spend Request

   • Navigate to Activity > New Spend Request

   • Select a category tile (e.g., Entertainment, Food)

2. Fill in Required Fields

   • Set expense type, budget amount, currency, and start/end dates

3. Select a Merchant

   • Scroll to the Merchants field

   • Begin typing to search or click the field to open the dropdown

   • Choose from the filtered list (e.g., APPLE, APPLE.COM, APPLE CLOUD)

   • Click to select the correct merchant

Adding a Merchant to an Existing Activity (Web)

You can add or change merchants for any activity that’s already been created.

1. Go to Activities

   • Navigate to Activity > Activities

2. Open the Activity

   • Find and click the desired activity (e.g., “$1,000 for IT and Software”)

3. Edit the Activity

   • Click the three-dot menu (⋮) in the top-right corner

   • Select Edit

4. Scroll to the Merchants Field

   • In edit mode, scroll down to Merchants

5. Search and Select a Merchant

   • Click in the field and start typing to search

   • A dropdown will show available merchants

   • Click to select the merchant

6. Save Your Changes

   • Click Save 
     

📱 Adding a Merchant to an Activity (Mobile App)

You can also manage merchant selection directly from the Custodia Mobile App.

1. Open the Custodia App

   • Sign in with your credentials

2. Navigate to the Activities Page

3. Create or Edit an Activity

   • Tap + to start a new activity

   • Or swipe on an existing activity and tap Edit

4. Click Merchant Icon

   • Locate the Merchants icon 

5. Search and Select a Merchant

   • Search for your merchant

   • Tap to select

   • Once selected, hold to delete (if needed)

6. Save the Activity

   • Tap Close 

   • Then Save Changes