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How to Edit an Expense Report in the Weel App

  • Updated

You can update the information in an expense report at any time, using either the Weel mobile app or the web app.

Weel mobile app

  1. Open the Weel mobile app.
  2. Open the Expenses tab.
  3. Use the Incomplete and Complete tabs to find the expense report you want to update.
  4. Tap the expense report you want to update.
  5. Tap the field you want to change.
    • You can update the description, budget, category, custom fields, attendees, tax rate/GST, line item splits, and the attached tax invoice.
  6. Tap Update to save your changes.

Weel web app

  1. Log in to the Weel web app.
  2. Open the Transactions page.
  3. Open the transaction you want to update. The editable fields sit inside its Expense report section.
  4. Update the field you need to change.
    • You can update the budget, purchase order, attendees, custom fields, line items (category, GST and tax rate per line), and tax invoice(s).
  5. Click Update to save your changes.
    • The button reads Submit or Resubmit instead, depending on the transaction's current status.

Exporting a transaction to your connected accounting software doesn't lock it. You can keep editing it, including its line items, exactly as you could before export.

  • The one exception is NetSuite: Weel warns you before you submit further changes to an already-exported transaction, since NetSuite won't accept them, though your change still saves in Weel and just won't sync back.
  • Other accounting integrations don't show this warning. Editing also isn't tied to approval status: a transaction stays editable after it's been approved or completed; only the button label changes as it moves through the workflow.