Request extra funds for a budget directly from the Weel mobile app; see Understanding Budget Top-Up Notifications for how you're notified of the outcome.
Before you start
- You'll need to be a member of at least one active budget to request a top-up.
Steps
- Open the Weel mobile app.
- Open the Requests tab.
- Tap the green + button, then choose Budget limit update from the menu that appears.
- Enter How Much? with the additional amount you need.
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If your business has permanent budget updates enabled, choose One-off update or Permanent update.
- A one-off update raises only this period's limit; a permanent update also raises the recurring limit. This step doesn't appear if permanent updates aren't enabled, and disappears again once you reach Select Budget if the budget you pick there never resets.
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Enter What For? so your approver understands why you're making the request.
- This field only accepts plain text; you can't attach an image, receipt, or file.
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Under Select Budget, choose the budget that needs the extra funds.
- You can search the list by name if you have a lot of budgets.
- Tap Request.
What happens next
Only the people currently able to approve your request are notified, by email and push notification, the moment you submit; nobody else is notified at this stage.
Who that is comes from your business's Approval Rules for budget top-ups: by default, the budget's owner(s), though your business may have set a custom rule for specific people or roles. If you're the resolved approver for your own request, it's automatically routed to your approval delegate instead, since self-approval is prevented by default. If no approver can be found at all, it falls back to your business's Owner, or its longest-serving Admin if there's no Owner.
- If approved, the budget's available limit increases right away, and you're notified by email and push notification naming your approver.
- If declined, you're notified the same way, and can follow up with your approver or admin for guidance.
A one-off top-up only raises the budget's current available limit, not its ongoing recurring limit or reset schedule (a permanent update, where offered, raises both together). Approval isn't blocked by your organisation's account balance either: the increase still goes through even if the balance is low, though a later card transaction or payment against that budget could then be declined for insufficient funds.
You can track your request at any time from the Requests tab, and you'll be notified automatically as soon as it's Approved or Declined.