Make informed spending decisions, with all transaction details available in real-time
With all of your payment data instantly available in Weel, you can catch any out-of-policy spend without delay. Find comfort with the most up-to-date snapshot of spend is right there at your fingertips.
Whether there’s a missing receipt, or a pending approval or an unreconciled transaction, in-built status flags make staying on top of payment flows effortless.
Filter transactions by budget, person or spending amount, quickly surface the transaction you need. Once you've found the transaction, export all of the data with a single click.
When transaction details are living across multiple tools, it’s easy for spending inefficiencies such as duplicate spend to go unnoticed. By centralising all transactions into one dashboard, you can easily identify areas for optimisation.
Sarah Jennings, Banking and AR Manager, Michael Hill
Will I be able to review receipts and tax invoices for every transaction?
Yes, by clicking open a transaction you will be able to see the relevant tax invoice for any final reviews and updates.
Can I filter transactions in Weel?
Yes, all transactions can be filtered by any time period and then exported as a CSV or a PDF statement. You can also export the associated tax invoices from Weel.
How long does it take for transactions to appear in Weel?
Transactions will appear in Weel’s transaction feed the moment a staff member has made a payment with their virtual card. There is no time-delay, allowing you to review any spending with real-time transaction tracking.
How do I review transactions in Weel’s transaction feed?
Weel’s transaction feed is part of our expense tracker app, and has been set up to make reviewing transactions quick and easy. Each transaction has a status (incomplete or complete) and can be filtered by time, person, category, budget and more. With simple filters, the Weel expense management system allows you to narrow your focus and quickly review any transactions that need further attention.
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