Approval Policy Builder

What’s New?

We’re excited to launch our Approval Policy Builder into Beta. Build your approval policy directly into Weel so that any card payment, bill, reimbursement or top-up is routed for approval to the right people, at the right time. With Weel’s approval policy builder you can say goodbye to long email chains, extra approval software, and reviewing expense report print-outs.

Key Features

✅ Greater flexibility – Set up unlimited approval steps, define multiple approvers per step, and use advanced filters like accounting codes, custom fields, roles and suppliers.

✅ Scalability – Build approval rules that work for every payment type in one place. Scale these using roles and budget owners filters ensuring consistency across your entire spend management process as your organisation grows and changes.

✅ Faster approvals – Avoid bottlenecks with ‘any’ approver settings, allowing approvals to progress even when a team member is away.

✅ More reliability – Say goodbye to orphaned approvals and broken workflows. Approval Policies are designed to prevent stalled approvals and ensure a seamless process every time.

Benefits

With Approval Policies, your team can:

• Enforce a clear, structured approval matrix for all payment types.
• Reduce the risk of human error with automated approval flows.
• Streamline finance operations by eliminating the need for manual workarounds.
• Ensure compliance and maintain strong financial controls across your business.

How It Works

Approval Policies give you complete control over your business’s approval logic. Here’s what you can do:

• Create approval rules per payment type – Set up unique approval steps for bills, reimbursements, card payments, and top-ups.
• Use powerful filtering options – Approvals can be triggered based on amount, user, role, budget, category, supplier, and more.
• Set multiple approvers per stage – Choose whether all or any approvers must sign off before progressing.
• Ensure no approval is missed – A fallback rule ensures every transaction is properly reviewed.
• Simplify approvals for finance teams – Approvals are now easier to track and manage, with clear visibility on pending actions.