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How to view an audit trail for all transactions requiring approval

  • Updated

View the complete approval history for any transaction, or export it in bulk, as part of Approvals in Weel.

Method 1: View the full approval history on a single transaction

  1. Open the card expense, invoice, reimbursement, budget top-up request, or purchase order you want to check, from Transactions, Accounts Payable, Reimbursements, Purchase Orders, or Approvals.
  2. Click the History tab, next to Details.
  3. Review the full approval timeline: who submitted it, every approver and their decision (approved, declined, or changes requested), the exact timestamp, any comments left, and any delegations or reassignments along the way.
    • With the View all approvals permission, you'll also see which approval rule applied, with a link back to it, useful if the rule has changed since the item was submitted.

Method 2: Export a CSV file

Use this to get approval records for many transactions at once, or to hand a record to an auditor.

  1. Open the Transactions page.
  2. Click Export.
  3. Tick the Export CSV checkbox. Select PDF or Tax Invoices too if you need them.
  4. Click Export to generate the file.
  5. Click Download Export (or Download Exports, if you selected more than one file type).
  6. Find the Approver, Approval - Date, and Approval - Decision columns near the end of the file. Together they cover every approver, when they actioned it, and their decision (Approved or Declined).

Good to know

  • Only cleared transactions are included. Pending transactions are left out until they clear, usually within 3-5 business days.
  • For approvals with more than one step, the Approver, Approval - Date, and Approval - Decision columns list every approver, timestamp, and decision together in one cell, in order.
  • If a transaction has no approval decision yet, those columns show "No approval recorded" instead.
  • Depending on your account's setup, such as custom fields, Purchase Orders, expense attendees, or a manual accounting integration, the approval columns might not be the very last ones. Columns like Attendees, Purchase Order, Running Total, or Invoice Number can appear after them.
  • No equivalent History tab exists in the mobile app yet. The mobile app only shows an approver their own past decisions, not a full per-transaction audit trail. Both methods above are web-app flows.