You can submit a reimbursement request from either the Weel mobile app or the Weel web app.
Before you start
Please ensure you have:
-
A valid tax invoice for the expense.
Depending on your organisation's requirements, this may be mandatory.
All required expense details are available
- To submit a reimbursement from the mobile app:
- Open the Weel mobile app
- Open the Requests tab
- Tap the green + button
- Tap Submit reimbursement
- If you have not already added your bank details via our web app, you will be prompted to do so.
- Upload a photo of your receipt and complete the reimbursement form
- Tap Submit
- Your approvers will be notified by email and push notification
- You can track the status of your request from the Requests tab and will be automatically notified as soon as your request is Approved or Declined
Note, to submit a reimbursement you’ll need to make sure that you have reimbursements enabled as a payment type. This can be confirmed by your account administrator.
2. To request a reimbursement for an out-of-pocket expense from the web app:
Open the Reimbursements page on the Weel web app
Open the Weel web app
Navigate to Reimbursements
Click Request reimbursement
Upload the tax invoice
-
Complete the required fields:
Merchant name
Date of expense
Total expense amount
Total expense GST
Budget
Category
Any additional custom fields required by your business
Click Save
What happens next?
Your reimbursement request will be submitted for approval and payment.
You will be notified via email and push notification once the reimbursement is approved and paid
You can check the status of your request at any time from the Pending screen in the Reimburse tab