Choose which payment types (Cards, Accounts Payable, and Reimbursements) are allowed on a budget, so you can keep AP spend, card balances, and reimbursements separate.
Before you start
- Admin access to your Weel account.
- An existing budget to update, or apply this setting when creating a new budget.
- This control isn't tied to a specific plan tier. It's only visible once it's enabled for your business (if you don't see it, it isn't available to you yet), and only where your business has more than one payment type available (some NZ businesses, for example, only have Cards).
Steps
- Go to Budgets from the left-hand navigation menu.
- Find the budget you want to update and click on it.
- Click Edit Budget Rules.
- Scroll to the bottom of the form and open Advanced controls.
- Turn on Limit payment types.
-
Select which payment types to allow on this budget:
- Cards: team members with card access can make card payments from this budget.
- Accounts Payable: bills can be allocated to this budget.
- Reimbursements: reimbursement claims can be submitted against this budget.
- Only the payment types your business has enabled appear here. Accounts Payable and Reimbursements are each hidden if your business doesn't have that feature.
- You can choose any combination of the three; there's no need to select just one.
- If any current budget members have a payment type that no longer overlaps with your selection, a warning appears live in this panel. It lists those members by name, grouped by what they can still use, and tells you to update their payment types in Settings > User Management, or allow all payment types on the budget instead.
-
Click Save. Review the Edit Budget Rules? confirmation panel, then click Save again to confirm.
- This panel summarises the budget-level changes you're making (reset amount, rollover, member limits). It doesn't repeat the payment-type warning from step 6, so check that warning before you get here.
The same Limit payment types setting is available when creating a new budget, subject to the conditions in Before you start. Scroll to Advanced controls at the bottom of the create budget form, follow steps 5 to 6, then click Create to finish.
What happens next
Only the payment types you select stay active for this budget: a team member's effective payment types are the intersection of their own account permissions and the budget's permitted types, so someone with Cards enabled on their account can't make card payments from a budget that only allows Accounts Payable. Removing Cards automatically revokes every card issued against the budget, and the budget no longer appears in the cards view in the Weel mobile app; adding Cards back automatically re-issues cards to the budget's members.