If Weel is telling you there's nothing to set up, it's because you don't hold any payment methods yet. This means you have no card to use, no claim to submit and no invoice to send. That's sometimes deliberate and sometimes an oversight.
This article explains which, what to ask your Admin for, and what you can still do in Weel in the meantime.
How It Works
Being invited to Weel and being able to spend in Weel are two separate things. Your Admin grants spending separately, by adding you to a budget and giving you one or more payment types:
- Cards — a Weel card you tap or use online, paid straight out of a budget.
- Reimbursements — claim back something you paid for yourself, paid to your own bank account.
- Bills — submit a supplier invoice for approval and payment. Australia only.
Until you hold at least one of these, you'll see Nothing to set up right now in Weel Academy instead of a setup checklist. Nothing is broken and nothing is waiting on you.
What to Ask Your Admin For
Tell your Admin which of these describes your job as they map directly onto what they need to switch on:
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"I need to buy things."
- Ask to be added to a budget with the Cards payment type.
- Both are required: budget membership alone doesn't issue a card.
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"I pay for things myself and claim them back."
- Ask for the Reimbursements payment type, then add your bank details under Settings > Profile.
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"Suppliers send me invoices."
- Ask for the Bills payment type.
- This one is Australia only and isn't available to New Zealand businesses yet.
Note: Your role and your payment types are separate settings. Being an Admin doesn't give you a card without the correct payment types.
What You Can Still Do
While waiting to be given permission to spend in Weel, you'll still have full access to the platform. It's only the concept of originating spend that requires a payment type. Depending on what your Admin has set up, you may still see some of these under Working In Weel in Weel Academy:
- Approve requests. If you're an approver on a budget or an approval rule, everything waiting on you is collected on your Approvals page. Review the detail, then approve or send it back with a comment. See What are Approvals?
- Complete expenses for someone else. If you're set up as an expense assistant, you can add receipts and code spend on behalf of the people you assist, so their expenses get finished without them touching it.
- Raise a purchase order. Get spend approved before you commit to it. Once approved, invoices from that supplier can be matched against it. See How to raise a Purchase Order.
- Get the Weel mobile app. Approvals reach you faster with push notifications, and the app is ready to go the day a card does get issued.