How are data summaries calculated?

The Reporting page summarizes your company's spending on Float cards.

Calculations are based on the currency of the cards, not the currency of the transaction. We are using the date and time that the payment was settled at. All dates are in UTC (5 hours ahead of EST). This is consistent with how dates and times appear in the rest of Float.

Total Spending = Settled transactions + Pending transactions - Refunds - Cashback + Float billing charges + Refunds for excess cashback + Cashback refunds - Any exceptional Float-funded refund

All numbers can be verified by clicking on the data point in question. You will be taken to the All Transactions page, and it will be filtered to show only the relevant transactions that sum up to that data point.

If you believe that a calculation is incorrect, please contact Support and they will log a ticket with our engineering team to validate the calculation.