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  2. Expense Management
  3. Transactions

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?
  • How do I improve the accuracy of Weel AI? (Beta)
  • How do I upload tax invoices that I've received online to Weel?
  • How does AI auto-categorisation work? (Beta)
  • How does AI auto-complete descriptions work?
  • How does AI GST extraction work? (Beta)
  • How does AI receipt validation work
  • How does Weel automatically select a category for a card transaction?
  • How does Weel handle refunds?
  • How to add a new attendee to a transaction on the transaction table
  • How to add the attendees field to your expense reports
  • How to automatically send a remittance notice to suppliers
  • How to complete an expense report
  • How to create auto-forward rules in Gmail (Google Workspace) for Receipt capture and match
  • How to download a remittance notice
  • How to enable AI auto-complete descriptions (beta)
  • How to enable AI receipt validation
  • How to filter the transaction table by invalid receipts
  • How to filter the transactions table
  • How to review expense reports on the transaction table
  • How to set a dollar threshold for receipts on card expenses and reimbursements
  • How to split a transaction into multiple expense items
  • I can’t edit the mandatory receipt threshold amount
  • Is there a maximum transaction size per card?
  • What happens if a fraudulent transaction is made with a Weel card?
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