When you open an invoice for approval in Accounts Payable, Weel flags whether the supplier is new or already approved, so you know how closely to check them. A New supplier alert means no invoice for that supplier has been approved yet. An Existing supplier confirmation means their details were already reviewed, so you don't need to check them again.
How It Works
- Approvals list warning icon: Flags invoices with an unapproved supplier, so you can spot them before opening the invoice.
New supplier alert: Shows on invoices where the supplier's details haven't been approved yet, even if the supplier already exists in Weel.
"This invoice has been submitted with a new supplier. Once you approve this invoice, it will be saved in the system for future use. If you decline this invoice it will not be saved for future use."
Existing supplier confirmation: Confirms payment and address details were already approved, so you don't need to re-check them.
"This supplier is an existing contact. Supplier details approved by [approver name] on [approval date]"
- No separate supplier approval step: Approving the invoice approves the supplier too, and saves their details for future invoices.
Good to know
- Suppliers set up as an individual, rather than a business, never move to approved, so you'll see the New supplier alert on every invoice for them, even after many payments. This is expected behaviour, not an error.
- This alert experience is rolling out gradually and may not be visible on every Weel account yet.
- Available in the Weel web app only. We didn't find an equivalent in the mobile app.