Reimbursements, included on every Weel plan, is one of three payment types (with Cards and Accounts Payable) that let staff submit and get repaid for out-of-pocket expenses.
To invite a new staff member:
- Open User Management.
- Click Invite People.
- Under Select Role, choose the role for this person.
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Under Enter email address, type the staff member's email and press Enter.
- Add multiple emails here to invite several people at once with the same role and payment types, or use Bulk Invite (CSV) to set payment types for a larger batch.
- Under What payment types can be used?, select Reimbursements (add Cards or Accounts Payable too, if needed).
- Click Invite.
To enable reimbursements for an existing staff member:
- Open User Management.
- Select the person you want to update to open their Edit Employee drawer.
- Under What payment types can be used?, select Reimbursements.
- Click Update.
What happens next
Once enabled, the staff member sees the Reimburse tab and can submit claims from the web or mobile app. On their first claim, they'll securely add their own Australian bank account details directly in Weel (see How to link your personal bank account to receive reimbursements). Requests then route for approval under your business's Approval Rules, by default to the Budget Owner, though your business may have multi-step or custom approvers configured.
Reimbursements are domestic (AU) only, always pay out to the person who submitted the claim, can't be submitted on someone else's behalf, and don't go through payroll.