Mapping your chart of accounts links each expense category to the correct accounting code, so transactions export cleanly to your accounting software.
Before you start
- You'll need Settings permissions: by default this means the Owner, Admin, or Accountant role. Team Member doesn't have this access unless your business grants it through a custom role.
- You need either a connected accounting integration (Xero, NetSuite, MYOB AccountRight, QuickBooks, or Business Central) or an uploaded CSV chart of accounts. These are mutually exclusive: once you're connected to a live integration, CSV upload is no longer available. See How to Upload Your Chart of Accounts from a CSV if you haven't done this yet.
Steps
Map default expense categories
- Click Settings.
- Click Chart of Accounts.
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For each expense category, select the corresponding Accounting Code from the drop-down list.
- Both the dropdown and the category toggle stay disabled until you've completed the integration or CSV step above.
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Toggle off any default categories that aren't relevant to your business.
- Use the Default Categories switch at the top of the section to hide all default categories at once, instead of toggling them individually.
- Changes save automatically as you make them. There's no separate save step.
Create custom categories (optional)
If your business uses a more detailed chart of accounts, you can create your own custom expense categories.
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Click the toggle to turn on Custom Categories.
- Turning it on for the first time adds one blank category automatically. Turning it off removes an empty, unsaved category if one still exists.
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Enter a Category Name. Keep names simple and clear so staff pick the right one when categorising spend.
- Names don't need to be unique. The system won't block a repeat, but clear names still help.
- Select the corresponding Accounting Code from the drop-down list. This stays disabled until you've entered a category name.
- Changes save automatically. There's no separate save step.
To remove a custom category later, use its delete (trash) icon and confirm. It won't be available to assign to transactions afterwards. Custom categories don't have an individual toggle: you either keep them or delete them. Default categories can't be deleted, only toggled off, since they're built into Weel.
What happens next
Once your categories are mapped, Weel automatically applies the correct accounting codes when transactions export to your accounting software. Return to Settings > Chart of Accounts any time to update mappings, add custom categories, or disable ones you no longer use.