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How to request a budget top-up (Weel mobile app)

  • Updated

If a budget's limit isn't enough, request a top-up directly from the Weel mobile app (see What is the difference between account balance and budget limit? for how limits work).

Before you start

  • You must be a member of at least one budget to request a top-up.
  • These steps are for the Weel mobile app. Admins, Owners, and budget approvers can instead update a budget's limit directly from the web app: see How to do a one-off top-up to a budget.

Steps

To request a budget top-up from the Weel mobile app:

  1. Open the Weel mobile app.
  2. Open the Requests tab.
  3. Tap the + button, then choose Budget limit update from the menu that appears.
  4. Enter How Much?, the additional amount you need.
  5. Enter What For?, so your approver understands why you're making the request.
    • Accepts plain text only; you can't attach images or files.
  6. Under Select Budget, choose the budget that needs the extra funds.
  7. Tap Request.

Your approver(s) are notified by email and push notification, and you can track your request's status at any time from the Requests tab.

What happens next

Once submitted, your request is sent to your organisation's approver(s) per your Approval Rules and stays pending until it's actioned.

  • If you're the approver for your own request, it may resolve immediately, unless your organisation has "prevent self-approval" turned on, in which case someone else actions it.
  • If approved, the budget's available limit increases immediately, and you're notified by email and push notification.
  • If declined, you're notified the same way, and can follow up with your approver or admin for guidance.

Approving a top-up always increases the budget's limit; this isn't blocked by your organisation's account balance. If there isn't enough in the account balance, the limit increase still goes through, though a later card transaction or payment against that budget could then be declined for insufficient funds. Check with your admin if you're ever unsure.

This is a one-off increase to the budget's current limit; it doesn't change the budget's ongoing recurring limit or reset schedule.

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