The Float mobile app allows Spenders to view card balances and details, add receipts and code transactions, submit Spend Requests and more.
The Float mobile app is Spender-focussed; Administrator and Manager functions are available on app.floatfincial.com.
Downloading the Float app
Logging-in to the Float app
Using Biometrics (FaceID/ Fingerprint)
Accessing multiple user accounts that share the same email address
Working with Cards on the Float app
Viewing and accessing cards
Viewing Card Details
Requesting a new Card, Limit or Reimbursement
Can I add my Float card to a mobile wallet from the Float app?
Working with Transactions on the Float app
Updating transaction information
Adding Receipts
Working with non-compliant transactions
Approving (or denying) Spend Requests
Enabling Push Notifications
Using the Float app in French
Why are my Push Notifications not showing up in French?
User account information
Does Float track my location?
Accessing Support
Installation and Access
Downloading the Float app
- Download for iOS devices from the Apple App Store (requires iOS 15 or later)
- Download for Android devices from the Google Play Store (requires Android OS 9 or later)
Logging-in to the Float app
To log in to the Float mobile app, use the same credentials you use to access app.floatfinancial.com. If you're not sure what those are, contact the administrator at your company who provisioned your Float user account.
You will be required to complete multi-factor authentication in order to access your account (or configure it, if this is your first time logging-in).
To log-out, tap your profile icon in the upper-left corner > Scroll to the bottom of the page > Tap “Logout”
Using Biometrics (FaceID/ Fingerprint)
You can use biometrics to log in after providing consent, either during the initial upfront login process or by going to Settings and toggling Face ID on.
You will still be prompted to re-authenticate using your email/password credentials from time-to-time.
Float does not store your biometric data.
Accessing multiple user accounts that share the same email address
If you have multiple user accounts which share the same login email address, you can toggle between your accounts by following the steps below.
- Tap the account switcher in the top right-hand corner of the home screen. This is typically the name of your business
- A list of all your Float accounts will open > select the one you want to use
If you have multiple user accounts which do not share the same login email address, you must log-out from one account and log-in to another.
Working with Cards on the Float app
Viewing and accessing cards
Active virtual and physical cards are accessible from the mobile app. Virtual cards are white/gray and physical cards are black. Simply swipe through the cards carousel on the home page to switch the visible card.
Tap the Cards icon on the bottom row to see a list or cards.
Viewing Card Details
Tap any card from the home page carousel or from the Cards list. At the top of the page, you will see the card’s Available spending power.
Tap the "Show _ active limit(s)" drawer below the card image to expand the view of active limits.
Tap Card Info to view the card number, billing address and other details (re-authentication may be necessary).
For physical cards, you can tap PIN to view the current PIN. The PIN can only be changed from app.floatfinancial.com. See: Resetting a PIN on a Physical Card
Requesting a new Card, Limit or Reimbursement
To request a new limit, card, or reimbursement, select the “+” button on the navigation bar and choose the type of request you’d like to submit. Complete the form that pops up and hit submit to send your request for approval.
Can I add my Float card to a mobile wallet from the Float app?
No, you cannot push your card to your mobile wallet from the app.
However, by opening the “Card Info” tab on a specific card’s overview page, you will be able to see and copy the card information to make setting your card up in your mobile wallet quick and easy. See: Adding Float Cards to Mobile Wallets
Working with Transactions on the Float app
Updating transaction information
To update information on a transaction, simply select the transaction and click on the field you’d like to input (e.g. Description, GL Code, Receipt, Tax Code, Vendor or other Accounting Fields). You can also tap to add Receipts or other Supporting Documents.
Adding Receipts
Match a receipt to a transaction through the Float mobile app via three paths:
- Select the “+” button on the bottom navigation bar and tap “Snap a receipt”. Your device's camera will open and you can capture an image directly.
- Open atransaction and select “Add Receipt”. You can take a picture of the receipt or upload an existing photo/file from your phone.
- Open the push notification you receive following a successful transaction to go directly to that transaction, where you can add a receipt and complete other fields
To unmatch a receipt, select the transaction and swipe left on the three vertical dots next to the receipt ID.
Working with non-compliant transactions
A non-compliant transaction is a transaction that does not meet the requirements of the Submission Policy associated with your card. A Submission Policy is defined by your business' Float Admins and dictates which information and/or attachments are required on each transaction.
For example, if the submission policy associated with your card requires you to upload a receipt with every transaction, your transaction will be marked as non-compliant in the mobile app until you have uploaded the relevant receipt.
Non-compliant transactions are highlighted in orange, and the required fields have red text to indicate that they are missing information.
Approving (or denying) Spend Requests
Managers and Administrators can see all requests by clicking the "Requests" icon on the upper right corner of the app. Tap any request to review and action.
Settings and Localization
Enabling Push Notifications
Tap your profile icon in the upper-left corner > Notifications > toggle on "Allow push notifications"
All notifications that your business has enabled will be delivered via push to your mobile device. These will replace email or SMS notifications.
Administrators can control which types of notifications are sent to their users. See: Managing Business Notifications
Using the Float app in French
Simply switch your device’s language to French (Canada) to view the app in French.
Why are my Push Notifications not showing up in French?
Float's push notification platform sets the language based on the most recently logged-in device's language. If you log-in to Float on an English device, all of your devices will get English pushes. If you log-in on your French device, all of your devices get French pushes. To update the language of your push notifications, simply change the language of your phone, logout of the app and log back into your account.
User account information
User account information cannot be updated from the mobile app, with the exception of Bank Account details for reimbursements payouts. Other updates to account information must be done via app.floatfinancial.com.
Does Float track my location?
No, Float does not actively track your location using the application.
Accessing Support
Tap your profile icon in the upper-left corner > Support, choose to visit the Help Centre or contact support via another method.