Request budget top-ups from the web app

What's new?

Budget members can now request a limit update straight from the Weel web app. Until now this was only possible in the mobile app. Budget owners can also request a change to the whole budget:

  • One-off update. A top-up for the current budget period only.
  • Permanent update. Raises the recurring limit for every period after this one, on budgets that reset.

Requests go to your approvers like any other approval. Each budget now has a Limit updates tab that shows every pending and past request: who asked, why, how much, and whether it was approved.

Now available on all plans.

Why it matters?

  • ‍No more chasing admins outside Weel . Budget limit requests no longer get lost in Slack messages, emails and hallway chats if you can't top-up from the mobile app. Ask in Weel and the request goes to the right approver.‍
  • Controls stay the same. Every request follows your business's budget top-up approval rules, so nothing changes without sign-off.‍
  • Everything in one place. The Limit updates tab shows each request's date, status, requester, reason and amount, so anyone can see why a budget changed.‍
  • You'll know as soon as it's done. Members get an email and a push notification once their request is approved and the new limit is applied. Pending requests can be cancelled at any time if plans change.

How to get started

  1. Go to Budgets in the Weel web app and open a budget
  2. Click the edit (pencil) icon next to your available limit in the Budget members table, or Request limit update if you're a budget owner
  3. Enter the amount and a reason, and budget owners can choose One-off update or Permanent update
  4. Check the new limit and click Request limit increase
  5. Track your request on the Limit updates tab. You'll get an email and a push notification once it's approved

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