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How do I customise which payment types require a tax invoice?

  • Updated
  1. In the Weel web app, go to Settings > Expense Management
  2. Scroll down to the Tax Invoices section
  3. You can customise the tax invoice requirements for budget and subscription card transactions with choosing the appropriate option from each dropdown:

    • Mandatory invoice: Tax invoices are required before completing an expense report.
    • Optional invoice: Team members can either provide a tax invoice or mark the expense as no tax invoice.
    • No tax invoice required: The system will automatically mark expenses as no tax invoice.