Overview

Custodia offers a way to view and manage your activities and related expenses with the introduction a Spend/Benefit Activity Filter. This feature is currently only available in our Web platform and will need to be enabled by a Custodia representative. 

What Are Spend vs. Benefit Activities?

In Custodia, Activities can be categorized as one of the following:

• Spend Activities
  • These are allocations where company funds will be used — for example, client meals, travel, or marketing expenses.
• Benefit Activities
  • These refer to company-covered perks or allowances provided to employees — for example, wellness stipends, learning budgets, or employee benefit programs.

Where You’ll See This Filter

Once enabled for your organization, the Spend/Benefit filter will appear in the following Web Dashboard screens. Please see examples below. 

Activities: In the Activity section, use the filter dropdown to toggle between Spend and Benefit activity types. 

Expenses: In the Expenses section, use the filter dropdown to toggle between expenses related to Spend or Benefits. You can also filter to view expenses not tied to any activity.

Team Dashboard: When reviewing team expenses or activities, use the filter dropdown to toggle between Spend and Benefit activity/expense types. 

Employee Help Desk: When on the users dashboard, you can use the filter dropdown

Restricted View Roles

As a company administrator, you may assign roles that will limit the user's access to only one Activity type. Simply add one of the following roles to the users "Permission Roles" in their user details screen.

RESTRICTED VIEW – SPEND ONLY 

The user with this role can only see and interact with Spend Activities and related expenses. 

RESTRICTED VIEW – BENEFIT ONLY 

The user with this role can only see and interact with Benefit Activities and related expenses.
 

**Please Note**

• If you do not see the filter available, please reach out to support@custodia.ai to have the feature enabled
• Feature Key: ActivityTypes/SpendBenefitFilters
• The restricted view roles requires configuration scope "spend-benefit-filters"