If your budget is running low, you can ask for more funds straight from the Weel web app. You no longer need to switch to your phone. Your request goes to your approver, and you can track or cancel it from the budget's page. New to budgets? Start with Understanding Budgets.
Before you start
You will need:
- To be a member of the budget you want to top up
These steps are for team members and Budget Owners. If you're an Admin or Owner and want to change a budget's limit yourself, see How to do a one-off top-up to a budget.
Steps
How you request a top-up depends on whether the budget has individual member limits.
To request a top-up for the whole budget:
- Open the Budgets page and select the budget.
- In the budget overview, click Request limit update (the pencil icon).
- Enter the Update amount and choose Increase. You can also use Decrease to lower the limit.
- If you are a budget owner you will see the One-off update and Permanent update options, choose one:
- One-off update raises the limit for the current period only.
- Permanent update also raises the budget's recurring limit for future periods.
- Add a Reason so your approver understands what the funds are for.
- Check the current and new limits shown in the pop-up, then click Request limit increase.
To request a top-up for your own member limit:
- Open the Budgets page and select the budget.
- In the Budget members table, click the pencil icon next to your available amount. [VERIFY steps: confirm team members can only request against their own row]
- In Request member limit update, enter the amount, choose one-off or permanent if shown, and add a Reason.
- Click Request limit increase.
You'll see a Budget limit update requested confirmation once your request is sent.
Track or cancel your request
Every request appears on the budget's Limit updates tab, next to Budget members. The tab shows the date, status, requester, reason and update amount for each request.
To view or change a pending request:
- Open the budget and select the Limit updates tab.
- Click the request to open Request for funds.
- Update the Reason and click Update, or click Cancel request.
To cancel straight from the table, click the trash icon on the request's row, then confirm with Cancel request. Once it's cancelled, your approver can no longer see or approve it.
Please note, you can only change or cancel your own requests while they're Pending approval. You can't change the amount or the budget. To change those, cancel the request and submit a new one.
What happens next
Your request goes to the approver set in your business's Budget top-ups approval rule, which is the budget's Budget Owner by default. If you're the approver for your own request, it goes to your approval delegate instead. When your request is approved or declined, you'll get an email and push notification. If it's approved, the budget's available limit goes up straight away.
Things to remember
- Permanent updates are only available t available everywhere — you'll only see the option on budgets that reset (not one-time budgets) and if you are a budget owner. Otherwise, every request is one-off.
- Approval doesn't add money to your account balance — it raises the budget's limit. A payment can still be declined if your business's account balance is too low.
- Prefer your phone? You can still request a top-up from the Weel mobile app.