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How to Enable Card Blocking

  • Updated

Card Blocking automatically locks a team member's budget card (not their subscription card) when an expense report is overdue, and unlocks it once the report is done.

Before you start

  • You'll need permission to edit business settings to turn Card Blocking on or off.
  • Card Blocking is available on Premium plans and above. On a Basic plan, contact our Customer Success team at success@letsweel.com to enable it.

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Steps to enable Card Blocking

  1. Log in to the Weel app on desktop.
  2. Click the Settings gear in the top right corner and select Settings.
  3. Open AI and automations in the menu on the left.
    • Card Blocking is a rules-based feature, not AI, despite the section name.
  4. Go to Card blocking.
  5. Turn the toggle on to switch on Card Blocking.
    • You don't need to set up rules first. You can configure or update them at any time.
  6. Click Edit rules to open the Card blocking rules panel and set:
    • Block cards if expenses are incomplete after: choose 1 to 14 days before an incomplete expense report blocks a card.
    • Exclude incomplete expenses made before: add a start date so only expenses from that date onward count.
    • Exclude the following users: choose any team members Card Blocking shouldn't apply to.
    • Exclude uncleared transactions: turn this on so pending transactions, like hotel deposits or car rental holds, don't count as incomplete until they clear.
  7. Click Update rules to save your changes.

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Note: If anyone already has an overdue expense under your rules, their budget card is blocked as soon as you turn Card Blocking on. They'll get an email and a push notification, and can follow these steps to unblock their card.

To see who's currently affected, use View affected users on the Card Blocking panel, or check the Employees with Blocked Budget Cards report directly from Reports.

To disable Card Blocking

  1. Log in to the Weel app on desktop.
  2. Click the Settings gear in the top right corner and select Settings.
  3. Open AI and automations in the menu on the left.
  4. Go to Card blocking.
  5. Turn the toggle off.

What happens next

Every blocked budget card unblocks immediately, and Card Blocking stops applying to new expenses until you turn it back on.

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