Spend requests allow Spenders to request new cards or limit increases on existing cards! Spend requests will be routed to the account Admin to approve, deny, or edit the request. Please review this article to learn how to approve spend requests.
If you are a Spender, please review our guide on requesting spend here.
Where to find your spend requests for approval
How to find your spend requests:
- Login to app.floatfinancial.com as an Administrator or Manager
- Navigate to the Requests page on the left sidebar
- All of your requests will be in here to review and approve, edit, or decline
Editing the Approval Steps on an Individual Existing Spend Request
Once a spend request has been submitted for approval, an Administrator can reroute the request or add additional approval steps.
How to add approval steps to an existing spend request:
- Login to app.floatfinancial.com as an Administrator
- Navigate to the Requests page on the left sidebar
- Use filters to find a request
- Click to open a request
- Under "Approval Process" click the X to remove an approval step, or click "Add Approval Step" to add an additional approver from the drop down
- Click "Save"
Spend request notifications
Approvers are notified via email or Slack (based on your account configuration) when a new spend request has been submitted. Approvers can be modified from the approval policy section under settings.
Please note that making changes to approvers does not retroactively apply to existing requests, only net new requests.
Notification via email:
You should receive an email when a spender requests spend.
Click through the link in the email - this should redirect you to the 'Requests' page in your admin account. From there, you can find the request and approve or decline it.
Notification via Slack:
If you use Float's Slack integration, you should receive a notification (as an admin) every time a spend request is submitted.
Navigate to the Float Slack channel to see all Float Slack updates, including spend requests.
You can Approve or Decline those requests right from within Slack.
If you want to edit the transaction, click 'View other requests' to be redirected to the Float 'Requests' page, where you can manually edit transactions before approving them.