Code your Weel subscription fee like any other transaction, so it's categorised, GST-calculated, and ready for your accounting export.
Before you start
- You'll need transaction-update permission on your role to edit the fee's fields.
Steps
- Open the Transactions page on the Weel website.
- Find your Weel fee.
- Tip: search "Weel" in the search box to locate it quickly.
- Update the relevant fields on the transaction table, or open the transaction to edit them there.
Each field is handled automatically once your fee is coded:
Category
- Your subscription fee is automatically coded with the Subscription default category, set on the Weel Monthly Fee budget. If you've turned off Weel's default categories, or that category isn't visible on the budget, this field will be empty. Create a categorisation rule if your business uses custom categories.
Tax rate
- A tax rate is automatically applied from your default tax rates or by Weel AI if enabled.
Tax Invoice
- Your Weel invoice is automatically attached to the subscription fee.
Budget
- Your subscription fee is automatically assigned to a non-editable budget called Weel Monthly Fee. You can't change the budget on this transaction.
Team Member
- Your subscription fee is automatically populated with No Team Member, since no team member is ever attached to this transaction type.
Description
- The description field is automatically populated with "Weel monthly fee." You can update it if you have transaction-update permission.
Attendees
- The attendees field doesn't display for subscription fees, since it isn't an in-store payment.
Custom Fields
- You can populate Custom Fields for your subscription fee. Make sure the Weel Monthly Fee budget is assigned to a custom field first.
What happens next
Your subscription fee isn't visible in the Weel mobile app, but it's available in your CSV and PDF exports, and exports automatically to your connected accounting software: Xero, MYOB, QuickBooks, or NetSuite.