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How to Replace a Tax Invoice on an Accounts Payable Bill

  • Updated

Replace an incorrect tax invoice on an Accounts Payable bill directly from the Coding Required tab, part of the Accounts Payable workflow.

Steps

  1. Open the bill from the Coding Required tab on the Bills screen.
    • Coding Required includes bills Weel is still processing and bills an approver has sent back with requested changes. Both are eligible for a tax invoice replacement.
  2. Click Replace Tax Invoice, shown under the current invoice preview.
  3. Upload the new invoice.
    • Drag and drop the file, Choose a file, or click I don't have an invoice to skip (reads I don't have an invoice yet if tax invoices are mandatory for Accounts Payable, set by an Admin or Finance Admin under Account settings → Expense fields → Tax Invoices; Optional by default).
    • Accepted files: PDF, JPEG, PNG, GIF or TIFF, up to 10MB.
  4. Click Save to confirm.
    • If the bill was sent back with requested changes, this button reads Resubmit instead. It restarts the bill through the full approval rule rather than just saving your edit.

What happens next

Previously extracted invoice details stay on the bill. Update them manually if anything differs between the two invoices. This flow is available in the Weel web app; Weel's mobile app doesn't currently offer an equivalent option.

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