Attach a tax invoice or receipt you've received by email or downloaded online to the matching transaction in the Weel web or mobile app, keeping your expense reports complete.
Before you start
- Your file must be a PDF, JPEG, PNG, GIF, or TIFF, up to 10MB.
- You can attach up to 10 files to a single transaction.
Steps
On the web app
- Log in to the Weel web app.
- Open the Transactions page from the left-hand navigation.
- Click the transaction to open its details panel.
- In the Expense report section, find Tax invoices.
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Drag and drop your file onto the upload area, or click choose files to select it from your desktop.
- Attaching more than one invoice? Use Upload additional invoices once the first file's attached.
On the mobile app
- Save the tax invoice to your device's files or photos.
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Open the Weel app and tap the Expenses tab.
- Your expense sits under Incomplete or Complete, depending on its status.
- Open the relevant expense.
- Tap the + under Tax Invoice.
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Choose Take Photo, Choose from Photo Album, or Choose from Files, then select your file.
- No invoice to hand? Choose No Tax Invoice instead.
- On accounts with multi-invoice support, tap + again to attach further files.
What happens next
Weel automatically checks each tax invoice for legibility and matches it against the transaction's merchant, amount, currency, and GST details, flagging anything that doesn't line up.
If you'd rather skip manual uploads, set up Receipt Capture and Match to forward receipts straight to receipts@letsweel.ai and have them matched automatically.