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What's new
Multi-entity admins and owners can now view key spend metrics, track account balances and action tasks across all their businesses from a single screen — without switching between accounts. Global Overview aggregates incomplete expenses, pending approvals, business spend, scheduled payments and account balances from every entity you manage into one place, so nothing gets missed.
This is available on our Basic, Premium and Enterprise pricing plans.
Who It's For
- Finance admins and controllers managing multiple business entities in Weel
- Operations leads who need cross-entity visibility without the account-hopping
Why It Matters
- No more clicking into each business separately to find what needs your attention
- Complete expenses and approve items inline without switching accounts
- Account balances and scheduled payments across all entities are consolidated in one place for easier cash-flow planning
- Switch between AUD and NZD to view amounts in local currency
How to Get Started
1. Log in to Weel
2. If you belong to more than one business, select Multi-entity dashboard from the account selection dropdown in the top navigation
3. Review your aggregated task list — incomplete expenses and pending approvals from all entities appear here
4. Click any task to open it inline, complete or approve it, then hit Save and next to move through your queue
5. Use the business switcher to jump into any individual entity when you need a deeper view
