How to add the description field to your expense reports

Turn on the Descriptions setting to require staff to explain card expenses, reimbursements, or bills before they're submitted, so the reason for each transaction is always on record.

Steps

1. Go to Settings.
2. Select the Expense fields tab.
3. In the Descriptions panel, turn on the toggle.
4. Under "Require descriptions for transactions made with...", turn on Subscription cards, Budget cards, or both.
   • Budget cards also covers in-store card purchases, and description requirements on Reimbursements and Bills. There's no separate toggle for those.
5. Keep at least one toggle on. If neither is selected, Weel shows: "A payment type must be selected for the description field to be required."

What Happens Next

Once enabled, staff must add a description before submitting card expenses, reimbursements, or bills. If your Weel account is integrated with Xero, MYOB AccountRight, NetSuite, or QuickBooks, the description syncs automatically into your accounting software.

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