Purchase Orders
- Purchase Order permissions and access
- How to manage and track Purchase Orders
- How to link a Purchase Order to a payment
- How to approve a Purchase Order
- How to raise a Purchase Order
- What are Purchase Orders?
Card Blocking
Chart of Accounts
Transactions
- Expense delegate (beta)
- How do I add a new attendee to a transaction on the transaction table?
- How do I edit my expense report in the Weel app?
- How do I find transactions that have a missing category or custom field on the transaction table?
- How do I improve the accuracy of Weel AI? (Beta)
- How does AI auto-categorisation work? (Beta)
Approvals
- How do I re-submit an item with changes required
- How does Override and Reassign Approvals work? (Beta)
- How to approve from the Weel web app
- How to approve in bulk from the Weel web app
- How to assign a delegate approver for when someone goes on leave?
- How to change the frequency of approval notifications
Budgets
- How to change the budget of a transaction
- How to create a budget
- How to do a one-off top-up to a budget
- How to edit a budget
- How to limit custom field options on budgets
- How to limit payment types on a budget
Approval Rules
- Approval Rules FAQs
- Approval Rules: How are approval rules prioritised?
- Approval Rules: How do I customise Approval Rules?
- Approval Rules: How to create a Card Transaction Approval Rules
- Approval Rules: What is a Budget owner?
- How to manage budget top-up auto-approvals via prevent self-approvals setting