‘Payment types’ in Weel, refer to the different Weel products employees can use to make payments. This includes Cards (for both budgets and subscriptions), Accounts Payable to be able to make invoice payments, and Reimbursements to be able to make reimbursements.
You can see which types of payments an employee has access too in the People Settings, under the column payment types.
To add or remove a payment type for a user:
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Open the User Management page
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Select the People tab
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Select the relevant user to open the edit function
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To add: Select the dropdown under What payment types can be used? and choose Accounts Payable and/or Cards and/or Reimbursements
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To remove: Select the cross icon on Accounts Payable and/or Cards and/or Reimbursements under What payment types can be used?
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Select Update to save
Note: It is possible for a user to be added to a budget and not have any payment types allocated. This results in the user not receiving a virtual Weel card. To resolve this, follow the above steps, and add the card payment type to the user. They will now have access to their virtual card.
What do Accounts Payable and Cards payment types mean?
Accounts Payable: If you have activated Accounts Payable for your account, you will be invoiced monthly as per our Accounts Payable pricing. If you have not activated Accounts Payable for your account, you will not be invoiced (even if the Accounts Payable payment type remains in some or all user profiles).
Cards: Users will be issued a virtual card when they are added to budgets. This user will be a normal billable user as part of your Weel account.
No payment type: The user will not have access to a Weel card, or the Accounts Payable function.