How do I enable Card Blocking?

Steps to enable Card Blocking

To enable this feature, you must have permission to edit business settings.

1. Log in to the Weel app on desktop

2. Click the Settings gear in the top right corner and choose Settings

3. Open the AI and automation section in the menu on the left

4. Go to Card Blocking 

5. Click Edit rules

6. Set the number of days (up to 14 days) before an incomplete expense report triggers a card block

7. Select any user that should be excluded from card blocking

8. Select a start date if required

9. Exclude uncleared transactions (helpful if your staff have lots of holding transactions for hotel deposits, car rentals, etc.)

10. Click Update

11. Switch the toggle on

Note: Any users who already have overdue expenses (as per your rules) will have their budget cards blocked immediately. They’ll receive an email and push notification and can follow these steps to unblock their budget cards.

How do I disable this feature?

To disable this feature, you must have permission to edit business settings.

1. Log in to the Weel app on desktop

2. Click the Settings gear in the top right corner and choose Settings

3. Open the AI and automation section in the menu on the left

4. Go to Card Blocking

5. Use the toggle to turn off the feature

Once disabled, any users whose budget cards were blocked will be immediately unblocked.

This feature is available on Premium plans and above. If you’re on a Basic plan and would like to enable Card Blocking, please get in touch with our Customer Success team at success@letsweel.com.