Claiming an out-of-pocket expense

On your phone

1. 1
   Open Weel and go to the Requests tab at the bottom of the screen.
2. 2
   Tap the green + button in the bottom corner.
3. 3
   Choose Submit reimbursement. (The other options, Budget limit update and Subscription limit update, are for requesting changes to card limits, not for claiming money back.)
4. 4
   If this is your first claim, Weel will ask for your bank details. Enter your account name, BSB and account number. Only Australian bank accounts can be used.
5. 5
   Upload a photo of your tax invoice or receipt.
6. 6

   Weel may fill in some details from the receipt for you. Check each one carefully and fix anything that's wrong:

   • Merchant name: who you paid (up to 64 characters)
   • Date of expense: the date on the receipt
   • Scheduled date: today's date
   • Expense amount: the total you paid, including GST
   • Tax: the GST shown on the receipt (leave as zero if no GST was charged)
7. 7
   Scroll down and complete the remaining fields, including the budget and category, plus any other COAH fields shown.
8. 8
   Tap Submit. Your claim will appear under Pending until it has been approved. Expense claims are processed weekly, on Thursdays or Fridays.

On a computer

1. 1
   Log in to the Weel web app.
2. 2
   Select Reimbursements from the menu on the left.
3. 3
   Click Request Reimbursement.
4. 4
   Upload your tax invoice and check the details Weel fills in.
5. 5
   Complete the remaining fields (budget, category and any COAH fields).
6. 6
   Click Save.

Before you submit, a quick check

• -Is the receipt clear and readable, showing the supplier, date, amount and GST?
• -Is it for COAH business, charged to the right budget?
• -Expense claims are processed weekly, on Thursdays or Fridays. Submit before the cut-off to make the next run.