Submit a reimbursement claim for an out-of-pocket business expense directly from the Weel mobile app, from receipt to approval.
Before you start
- Reimbursements must be enabled as a payment type on a budget you belong to; ask your account administrator to confirm or enable this.
- Only Australian bank accounts can currently be used to receive reimbursement payouts.
Steps
- Open the Weel mobile app and go to the Requests tab.
- Tap the + button.
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Tap Submit reimbursement.
- This option only appears if you belong to a budget that has Reimbursements enabled as a payment type.
- If you haven't already added your bank account details, enter them right in the app: Account Name, BSB, and Account Number (you'll confirm the account number a second time). Continue on to the reimbursement form.
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Complete the reimbursement form: merchant name, date of expense, total amount and GST, budget, category, and a description.
- Attach a photo or file of your receipt (tax invoice), or select No Tax Invoice if your business has made receipts optional for reimbursements.
- Tap Submit.
What happens next
Your approver is notified by email (instantly, or in a scheduled digest, depending on their settings) and usually by push notification too, then reviews your request.
You'll get a notification once it's Approved; if they request changes instead, you'll get an email explaining what to update so you can resubmit. Track progress anytime from the Requests tab (Pending and History).
If a payment fails after approval, it won't trigger a separate notification, so check there or ask an admin to check the Reimbursements page in the web app.