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How do I change the budget of a transaction?

  • Updated

If a transaction has been made against the wrong budget, you can easily change it in the Weel mobile or web app.

To change the budget for a transaction on the Weel mobile app:

  1. Open the Expenses tab

  2. Use the Incomplete and Complete tabs to find and open the relevant expense report

  3. Tap on the Budget field

  4. Select the new budget from the drop-down list

  5. Tap Save

 

To change the budget for a transaction on the Weel web app:

  1. Open the Transactions page

  2. Find the relevant transaction

  3. Click on the Budget field on the transaction table or on the transaction drill down

  4. Select the new budget from the drop-down list

 

Please note, you cannot change the transaction to a new budget if:

  • The new budget has been deleted

  • The new budget did not exist at the time of the transaction

  • The employee who made the transaction is not a member of the new budget

  • The transaction amount is larger than the new budget’s available limit

  • The transaction has been made with a subscription card