Decline comments and resubmission

What's new?

Now, when you decline a card payment, invoice payment, or reimbursement, you can send it back to the submitter with a comment. With decline comments and resubmission you can train your staff on complicated expense coding in-the-moment, at scale, and save hours of finance team re-work time each month. This feature is available to all customers on the premium plan or above.

Key features

• Leave comment when declining a card payment, invoice payment, reimbursement or top-up request
• Send card payment, invoice payment and reimbursements back to the submitter for re-submission
• Notifications with comments are send to the submitter when something has been declined
• Works with card blocking

Benefits

• For finance teams:
  • Delegate expense data reviews to team leaders and save hours of finance team re-work time each month.
  • Train your staff on complicated expense coding in-the-moment, at scale, and save hours of finance team re-work time each month
• For approvers:
  • Provide your team with feedback on how to fix up their expense reports on the fly and save hours of admin each month.

Getting started

1. Enable decline comments and resubmission in settings
2. Open any card payment, invoice payment, reimbursement or top-up request on the Weel web app
3. Click decline
4. On the modal that pops-up select whether you’d like to request changes or decline and archive
5. Leave a comment
6. Anything decline with changes requested is sent back to the submitter for resubmission