Card Blocking helps finance teams increase on-time receipt and expense submission by automatically blocking cards when expenses are overdue. Businesses that use Card Blocking see a 31% uplift in the number of expenses submitted within 7 days.
How does Card Blocking work?
Using Card Blocking, admins can set rules that define what is an overdue expense. This includes:
- The number of days an expense can be incomplete for (anywhere from 1 - 14 days)
- The date at which an expense was made. Any expenses before this date will not be considered overdue.
- Any users that should be excluded from card blocking like company executives
- If uncleared transactions should be included as overdue expenses. This is helpful for reducing confusion when your staff have lots of holding transactions for things like hotel deposits or car rentals that reverse or adjust after a few days.
If an expense meets the defined criteria for an overdue expense, the team member’s budget cards will be temporarily blocked — meaning they won’t be able to make any card transactions from any budget.
Blocked users can unblock their cards at any time by completing their overdue expenses through the Weel mobile app or web app.
- Follow these steps to unblock your budget cards.
- To enable and configure Card Blocking for your account, follow these steps.
How do I know if my budget cards are blocked?
Before your budget cards are blocked, you’ll see a warning in the Expenses tab of the Weel mobile app. If your budget cards do become blocked, you’ll be notified in these ways:
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A warning in the Expenses and Cards tabs of the mobile app
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An email notification
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A push notification from the mobile app
Common questions
What cards will be blocked by this feature?
Any team member with overdue, incomplete expenses (based on the admin-configured rules) will have all of their budget cards blocked.
Note: Subscription cards are never affected and will remain active.
Will subscription cards be blocked?
No. Subscription cards are always excluded from Card Blocking and stay active.
Will bill and reimbursement payments be affected?
No. Card Blocking only applies to budget cards. Bill and reimbursement payments can continue as usual.
Can I exclude specific users or budgets from Card Blocking?
Yes, you can exclude specific users.
Are uncleared transactions excluded from Card Blocking?
Yes, you can exclude uncleared transactions from being considered as overdue.
This feature is available on Premium plans and above.