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How to limit payment types on a budget

  • Updated

Payment types per budget lets Admins choose which payment types — Cards, Accounts payable, and Reimbursements — are permitted on each budget. Use it to open dedicated AP budgets without exposing card balances, or to keep reimbursements separate from card spend.

Before you start

You will need:

  • Admin access to your Weel account.
  • An existing budget to update, or you can apply this setting when creating a new budget.

Steps

To limit payment types on an existing budget:

  1. Go to Budgets from the left-hand navigation menu.
  2. Find the budget you want to update and click on it.
  3. Click Edit Budget Rules.
  4. Scroll to the bottom of the form and open Advanced controls.
  5. Turn on Limit payment types.
  6. 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.
  7. Click Save to update the budget.
payment-types-per-budget-control.png

Note: The same Limit payment types setting is available when creating a new budget. Scroll to Advanced controls at the bottom of the create budget form, follow steps 5–6 above, then click Create to finish.

What happens next

Only the selected payment types will be active for that budget. If a team member has a payment type enabled on their account but it isn't permitted on the budget, they won't be able to use that payment type for this budget.

If you remove Cards from an existing budget, any budget cards issued to members will be revoked. The budget will no longer appear in the cards view in the Weel mobile app. You'll see a confirmation step showing affected members before the change is applied.

Things to remember

  • You can choose any combination of Cards, Accounts payable, and Reimbursements — there's no requirement to select only one.
  • Payment type restrictions are available on all plans — Basic, Premium, and Enterprise.
  • A team member's effective payment types on a budget are the intersection of their own account permissions and the budget's permitted types. For example, if a team member has cards enabled but the budget only allows accounts payable, they won't be able to make card payments from that budget.

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