Welcome to Weel. Getting started as a team member takes three steps: install the Weel mobile app, make your first card payment, and complete your first expense report. Doing all three keeps your spending unblocked and your finance team's books accurate from day one. This guide walks you through each step, with links to the full how-to for each.
How It Works
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Get the Weel mobile app.
- Download it from the App Store (iOS) or Google Play (Android), then log in with the email and password you set from your invite, or your company credentials if your business uses single sign-on (SSO). Follow the prompts to add your card to your mobile wallet and set a card PIN.
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Make a card payment.
- Turn on Use budget in Apple Wallet (iOS) or Use budget in Google Wallet (Android) for a budget to tap and pay in-store, or open a budget's card to view its details and pay online. You can view your card details any time, even without funds in the budget; you just need funds available to complete a payment. See How to pay online with your Weel card and How to pay in-store with your Weel card.
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Complete your expense.
- After you spend, open the transaction in the Weel mobile app, add a receipt (photo, photo album, or file) and any required details, then submit. Do this promptly: if your business has Card Blocking enabled (an opt-in feature on Premium plans and above that your Admin turns on), an expense left incomplete too long (3 days by default, though your Admin can adjust this) can get your card automatically blocked until it's completed. See How to complete an expense report.
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Check your dashboard.
- It's your personal home for spending: your cards, your recent payments and requests, and any incomplete expenses still needing a receipt or detail. See Understanding the team member dashboard.
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Know when you'll need a PIN.
- This isn't a Weel rule; it's a Visa card-network security requirement that can apply to in-store payments over $100 (same in Australia and New Zealand), among other situations. It's worth setting one up in advance so you're never caught out at checkout. See Understanding when you'll need a PIN for card payments.
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Know why a payment might be declined.
- It's usually one of: insufficient funds in the budget, a frozen or blocked card (including, if your business has Card Blocking enabled, from an overdue expense), a spend limit or approval rule, the wrong budget linked in your wallet for a tap payment, or a restricted merchant. Check with your Admin or budget owner, or see How to troubleshoot a declined Weel card payment.
Good to know
- You'll need an invite from your Admin and a smartphone to get started. Most people set a password from the invite email, but if your business uses SSO, you'll log in with your company credentials instead.
- Keep the mobile app handy: completing expenses as you go is quicker than doing them all later.