Weel works in two places: the Weel web app (in your browser) and the Weel mobile app (on your phone). They're designed for different jobs. This article explains what each does best, and which tasks you can only do on your phone.
Summary
In short, you should use the Weel Web App to set up and manage Weel. These include your budgets, integrations, your team, all approval rules and reporting.
In comparison, the Weel Mobile App should be used to manage spend and stay on top of expenses on the go. You will need the app to add cards to your wallet, upload or take photos of receipts for expense management, and approve requests from anwyhere.
What you can only do in the mobile app
Some actions on Weel require your mobile phone:
- Tap and pay in-store. You'll need the Weel Mobile App to add your Weel card to Apple Pay or Google Pay and pay by tapping your phone.
- Capture receipts with your camera. When managing expenses, you can take a photograph of your receipt the moment you make a payment, letting Weel read the details for you.
- Activate a physical card and set its PIN. You'll need the Weel mobile app to complete the steps required to finalise the setup of a new physical card.
What's best in the web app
Where the mobile app lets you complete actions on the go, the web app is your admin and finance home. It's where you can:
- Create and manage budgets.
- Connect your accounting software and map your chart of accounts.
- Fund your account balance.
- Invite people and manage roles and permissions.
- Set up approval rules.
- Manage purchase orders and new suppliers.
- Analyse detailed reporting.
Which should I use?
- Team members will spend most of their time in the mobile app. This largely includes making payments, capturing receipts and completing expenses.
- Admins and Financial Controllers do the heavier setup and management in the web app, using the mobile app to approve and spend on the move.