If you have multiple bills, reimbursements or other items waiting on your approval, you can action them all in one go from the Approvals page - no need to open each one individually.
Before you start
- Bulk approvals are available on the web app only (not mobile)
- You need to be set up as an approver on the relevant approval policy
- Bulk approvals work across all payment types (bills, reimbursements, card top-ups, etc.) and all approval types
How to bulk approve
- Log in to the Weel web app and go to Approvals
- Select the items you want to approve using the checkboxes in the left column
- To select everything, use the Select all checkbox at the top of the table - this selects every item across all pages, up to 100 items
- Click Approve at the bottom of the screen within the table
- Confirm the action in the pop-up
- Each item is approved individually
How to bulk decline
The flow is the same as bulk approve:
- Log in to the Weel web app and go to Approvals
- Select the items you want to decline using the checkboxes in the left column
- To select everything, use the Select all checkbox at the top of the table - this selects every item across all pages, up to 100 items
- Click Decline at the bottom of the screen within the table
- Confirm the action in the pop-up
- Each item is approved individually
Bulk decline does not currently support adding a comment. If you need to leave a reason, decline those items individually.
What can't be bulk approved
Some items can't be included in a bulk action. You'll see an alert icon next to these - hover over it to see why. The items that are excluded are:
- Manager-only custom fields (MOCF) - these need to be inputted individually
- International bills - these have additional checks that require single-item approvals
- Invoices with new suppliers - when a supplier is new, the invoice needs to be approved to confirm the bank details are correct