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
- How do I add a new attendee to a transaction on the transaction table?
- How do I customise which payment types require a tax invoice?
- How do I dispute a transaction?
- 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 get an official transaction statement for my auditor?
Approvals
- How do I re-submit an item with changes required
- How do I turn on decline comments and resubmission
- How to add a comment when declining an approval
- How to approve from the Weel web app
- How to approve in bulk from the Weel web app
- How to approve requests with the Weel web app
Budgets
- How do I change the budget of a transaction?
- How many Budgets and Cards can we have with Weel?
- 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
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