Purchase Orders
- Understanding Purchase Order Permissions and Access
- Understanding the Purchase Order Dashboard
- How to link a Purchase Order to a payment
- How to Approve a Purchase Order
- How to raise a Purchase Order
- Understanding Purchase Orders
Card Blocking
Chart of Accounts
Transactions
- An Overview of Expense Delegate
- Can I see which expenses were submitted by a delegate?
- Can’t Edit the Mandatory Receipt Threshold Amount
- How to add a new attendee to a transaction
- How to add the attendees field to your expense reports
- How to assign an expense delegate
Approvals
- 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
- How to complete manager-only custom fields before approving a transaction
- How to decline or request changes on an approval
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 fix a budget that isn't showing up in the Weel mobile app
- How to limit custom field options on budgets
Approval Rules
- How to Create a Card Transaction Approval Rule
- How to Customise Approval Rules
- How to manage budget top-up auto-approvals with Prevent self-approval
- How to manage self-approvals
- How to Set Up a Different Approver for Each Business Location
- Overview of Weel's Approval Rule builder
Exports
- An Overview of EOFY (End of Financial Year) Reporting in Weel
- An Overview of Reports and Exports in Weel
- How to download a financial statement or transaction report for a specific period
- How to Export Tax Invoices
- How to export tax invoices and receipts from Weel
- How to export transactions into a CSV file