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How to Fix or Replace an Incorrectly Uploaded Tax Invoice on a Transaction

  • Updated

If you've uploaded the wrong tax invoice to a transaction, delete it and upload the correct one, as explained in uploading tax invoices to Weel.

This covers standard card transactions only. For an Accounts Payable bill, see How to Replace a Tax Invoice on an Accounts Payable Bill instead, which uses its own Replace Tax Invoice button.

There's no single "Replace" button for a card transaction's tax invoice. Delete the wrong file first, then upload the correct one in its place.

Before you start

  • You can delete a tax invoice on your own transactions.
  • Someone who approves the relevant budget, or has permission to update transactions generally, can do this on your behalf.
  • Without access to the transaction, you'll see an error instead of the delete option.

Steps

On the Weel website

  1. Open the transaction from the Transactions page.
  2. If more than one file is attached, select the wrong one using the thumbnail or pagination controls next to the invoice preview.
  3. Click the Delete invoice icon next to the invoice preview.
  4. Click Delete in the "Delete tax invoice" dialog to confirm.
    • Deleting it can't be undone. If you've already thrown away the physical copy, make sure you have another way to retrieve the invoice before confirming.
  5. Upload the correct file in its place.
    • If that was the only file, the transaction shows "Tax invoice missing"; drag and drop the file or click Choose files. If other files remain, click Add invoice (+) instead.

In the Weel mobile app

  1. Open the transaction from the Expenses tab.
  2. Tap the thumbnail of the wrong tax invoice.
  3. Tap Delete Tax Invoice from the menu, then confirm. Deleting it can't be undone.
  4. Tap the + button and choose Take Photo, Choose from Photo Album, or Choose from Files to upload the correct invoice.

If you don't have a tax invoice

Once the wrong file is deleted and no invoice is attached, you can select Mark as "No tax invoice" instead of uploading a replacement. This option only appears once the transaction shows no attached invoice, and only if your business hasn't set tax invoices as mandatory for that payment type. An admin controls this under how to select which payment types require a tax invoice.

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