How to add the description field to your expense reports

You can require staff to add a description when submitting expense reports. This is useful for recording the purpose of each transaction and ensuring this information flows into your accounting system.

To add the description field:

1. Go to Settings

2. Select Expense fields

3. Scroll to the Descriptions section

4. Toggle on the Description field

5. Choose which transaction types require a description

Once enabled, staff will need to explain the reason for their transactions.

If your Weel account is integrated with Xero, MYOB AccountRight, NetSuite or QuickBooks, the description will automatically sync into your accounting software.