Course curriculum

  • 1

    Welcome to DiviPay

    • Welcome onboard!

    • Getting the most out of this course

  • 2

    Funding your account balance

    • How to transfer funds into your account balance

    • How to set up a direct debit to top-up your account balance

  • 3

    Adding users to your account

    • How to invite staff members

    • How to add your Accountant or Bookkeeper to Weel

  • 4

    Customising your expense management settings

    • How to integrate Weel with Xero

    • How to integrate Weel with MYOB Account Right

    • How to integrate Weel with Quickbooks

    • How to upload your chart of accounts from a CSV

    • How to map your chart of accounts

    • How to select which expense reports require tax invoices

    • How to add the description field to your expense reports

    • How to add the attendees field to your expense reports

    • How to add custom field to your expense report

    • How to create a custom field for approvals

  • 5

    Creating budgets and issuing cards

    • How to create a budget

    • How to edit a budget

  • 6

    Issuing subscription cards

    • How to create a subscription

    • How to edit a subscription

    • How to pause a subscription

  • 7

    Paying bills

    • How to create a bill

    • How to approve a bill for payment

    • How do bills get paid on Weel?

    • Other things to keep in mind

  • 8

    Setting up the DiviPay mobile app

    • How to download the Weel app from the Apple App Store

    • How to download Google Pay

    • How to download the Weel app from the Google Play Store

    • How to add your card to your Apple Wallet

    • How to add your card to Google Pay

  • 9

    Paying with your DiviPay card

    • How to pay online with your Weel card

    • How to pay in-store with your Weel card

    • How to pay for a subscription

  • 10

    Making and approving requests

    • How to request a top-up

    • How to approve requests with the Weel mobile app

    • How to approve requests with the Weel web app

    • How to approve transactions with an approval custom field

  • 11

    Completing and reviewing expense reports

    • How to complete an expense report

    • How to review expense reports on the transaction table

    • How to reconcile transactions in Xero

    • How to reconcile transactions in MYOB Account Right

    • How to reconcile transactions in QuickBooks

    • How to export transactions into a CSV file

  • 12

    What's next?

    • Congratulations