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
- How to automatically send a remittance notice to suppliers
- How to Check Why a Weel Transaction Amount Doesn't Match Your Invoice
- How to complete an expense as a delegate
- How to complete an expense report
- How to create auto-forward rules in Gmail (Google Workspace) for Receipt capture and match
- How to customise which payment types require a tax invoice
- How to dispute a transaction
- How to download a remittance notice
- How to Edit an Expense Report in the Weel App
- How to enable AI auto-complete descriptions
- How to enable AI receipt validation
- How to filter the transaction table by invalid receipts
- How to filter the transactions table
- How to Find Transactions Missing a Category or Custom Field
- How to Fix a Budget That's Missing a Category or Custom Field
- How to Fix an Expense That Won't Submit
- How to Fix or Replace an Incorrectly Uploaded Tax Invoice on a Transaction
- How to get an official transaction statement for your auditor
- How to handle a fraudulent or unauthorised transaction on your Weel card
- How to Identify an Unrecognised or Unclear Transaction on Your Weel Account
- How to Remove an Attendee from a Transaction or Expense
- How to review expense reports on the transaction table
- How to set a dollar threshold for receipts on card expenses and reimbursements
- How to set up your business's tax rates