JobBag + Weel Integration

We’re excited to announce that JobBag has officially launched an integration with Weel, a leading spend management platform. If your team uses Weel to manage business expenses, this integration will streamline how payments are created and reconciled within JobBag - saving you time and improving accuracy.

🌟 What This Means for You

With the new integration, you can now:

• Download Weel transactions for each team member directly into JobBag
• Automatically create payments from these transactions
• Reconcile expenses using JobBag’s existing bank reconciliation process

No more manual data entry - just simple, secure, and efficient expense handling.

Set up Process

Step 1: Create a new General Ledger Account

• Navigate to: Ledger menu > Chart of Accounts        
• Clone an existing bank account type
• Use the same account settings as per the screen shot

Step 2: Add Weel as a Bank and Supplier in the Address Book

• Navigate to: JobBag menu > Address Book        
• Create a new Address Book record tick Supplier + Bank types

Step 3: Choose How You Want to Download Weel Transactions

There are two ways to download Weel transactions into JobBag:

• CSV file
• API

Choose the method you want to use and complete the relevant setup below.

CSV

If you want to download WEEL transactions using a CSV file, tick:

Can import WEEL data from CSV file

Map the Weel Columns to JobBag

Instruct card holders to use the following columns in Weel to provide the JobBag information:

The Kind code and Job number needs to match exactly what is in JobBag.

API

If you want to download transactions directly from Weel using the API, you will need your WEEL Client ID and WEEL Key.

These details can be obtained from your WEEL account manager.

Enter the WEEL Client ID and WEEL Key in JobBag.

Step 4 Create the Weel Bank Account

Go to the Banks and your accounts tab.

Create the Weel bank account and select the General Ledger account you created in Step 1.

Complete the bank account details as shown in the screenshot below.

Step 5: Enable Access to Weel Payments

To allow users to download and create payments using Weel:

1. Go to Group Maintenance in JobBag.
2. Enable access to the Weel payments feature for the relevant user groups.
3. Ensure that only users who already have permission to create payments in JobBag are granted access.
4. Tick Access to Weel.

JobBag + Weel Upload Process (CSV + API)

• JobBag + Weel CSV Upload Process
• JobBag + Weel API Upload Process