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