Filter the Transactions table to quickly find any card transaction whose receipt failed AI receipt validation.
Before you start
- AI receipt validation is a paid add-on on Premium and Enterprise plans. An Owner or Admin has to turn it on under Settings > Expense Management > Tax Invoice Validation; if it's off, this filter returns no results instead of an error.
Steps
- Open the Transactions tab in the Weel web app.
- Click Filter.
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Select Tax Invoice, then select Flagged as 'invalid tax invoice'.
- The Tax Invoice filter also offers Uploaded (receipt attached), Not Uploaded (no receipt yet), and No Tax Invoice (marked as not required), if you need those views instead.
What happens next
Any flagged transaction shows the cardholder and anyone who can edit expense data (Admins, Owners, Accountants, or the 'Edit expense data for all transactions' permission) exactly which check failed: legibility, merchant, currency, amount, or GST.
These flags are advisory only, so they never block submission. Combine this filter with Status or Date for a more targeted review.