AI Auto-Complete Descriptions uses Weel AI to suggest, and often fill in, the description field on new card expense transactions. It looks at your team's five most recent completed expenses for the same merchant and budget, and adapts to that pattern. This saves time and keeps descriptions consistent, though you'll still review each expense before you submit it.
How It Works
- Card expenses only: Auto-complete applies to new card transactions; reimbursements, bills, and other payment types aren't included.
- Learns from your team: Suggestions come from your team's five most recent expenses for the same merchant and budget, not just your own.
- Gets smarter over time: Any correction you or a teammate makes feeds into what's suggested next time that merchant and budget combination comes up.
- Forward-looking only: Descriptions are suggested for new transactions only. Existing incomplete expenses aren't backfilled and still need manual completion.
- Depends on your setup: The feature needs the description field enabled and the "Description Required" setting turned on for the relevant payment type.
- You're still in control: Every suggestion is reviewable, so you can edit the description before you submit the expense.
Changing a Suggested Description
- Go to Expenses in the Weel mobile app, or Transactions on the web app.
- Open the relevant transaction.
- In the Description field, clear it using the clear icon, or select the text and update it.
- Click Update, or Submit your expense once every field is complete.
Good to Know
- Your account administrator turns AI Auto-Complete Descriptions on from Settings > AI and automations > Weel AI section, and can confirm the description settings it depends on. See How to enable AI auto-complete descriptions (beta) for the full walkthrough.