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  2. Expense Management

Expense Management

Chart of Accounts

  • How to map your chart of accounts
  • How to upload your chart of accounts from a CSV

Transactions

  • How do I add a new attendee to a transaction on the transaction table?
  • 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?
  • How do I obtain a transaction remittance/ proof of transaction?
See all 17 articles

Approvals

  • How to approve requests with the Weel web app
  • How to create a Custom Approval Workflow?
  • How to create a Custom Card Approval Workflow?
  • How to make an Approval?
  • What are Approvals?

Budgets

  • How do I 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 request a top-up
  • How to review a Budget Member's transactions from within a budget
See all 9 articles

Custom Workflows

  • How to delete a Workflow?
  • How to edit a Workflow?
  • What are Custom Workflows?

Exports

  • How to export tax invoices
  • How to export tax invoices and receipts from Weel
  • How to export transactions into a CSV file
  • How to export transactions into a PDF statement
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