Overview

Allocation Tags allow you to categorize and track spend across different dimensions such as customers, projects, departments, or internal initiatives. Applying an Allocation Tag to an Activity Request ensures that expenses are properly attributed for reporting and financial visibility.

Allocation Tags can be added during the Activity Request process on both web and mobile.

Adding an Allocation Tag (Mobile)

Step-by-Step

1. Open the Custodia mobile app 

2. Use the [+] to Request Activity 

3. Choose the correct activity template and add the required activity details 

4. Find the Allocation Tag fields as shown below. 

5. Tap one of the options to open the selection list. For this example, I want to add a Project tag

6. Select the appropriate Allocation Tag and tap Select.

7. Confirm that the selected tag appears as a blue chip on your screen, then tap Close.

Note: If the tag appears in green, it was manually entered and will not be saved.

The tag will is now saved and will be added to your activity. 

Key Notes

• The Allocation Tag fields may appear toward the bottom of the request screen 
• If the fields are not visible, the feature may not be enabled for that activity type
• If the tag appears in green, it was manually entered and will not be saved.