Requesting a reimbursement in Float is an easy process. Follow the steps in this guide to create a reimbursement report and submit your expenses for approval.
Step 1: Request a Reimbursement
To start, you can request a reimbursement by either:
- Clicking the blue “Request Spend” button at the top left of the Float web app.
- Selecting the “Request Reimbursement” button under the “My Requests” page.
Step 2: Naming Your Report
Once on the report creation page:
- Give Your Report a Name: Name your report.
- Select a Team: Choose the relevant team that the report applies to.
- Choose an Approval Policy: Select the appropriate approval policy for your report.
Step 3: Add Expenses
On the landing page, you have several options to add expenses:
- Drag and Drop Receipts: Drag and drop one or multiple receipts into the page. Float will automatically create an expense entry for each file.
- Browse for Receipts: Click to browse your computer for receipts and upload them.
- Create a Blank Expense: If you don’t have a receipt handy, you can create a blank expense and add a receipt later.
Any receipts you add will be automatically scanned using AI Powered - OCR (Optical Character Recognition). OCR extracts key information from the receipts and fills out the expense form for you. Information added by OCR will be highlighted with a blue sparkle.
Step 4: Add More Expenses
To add more expenses to your report:
- Use the “+Add Expense” button at the top of the left column.
- Drag and drop additional receipts directly into the left column.
Step 5: Submit Your Report for Approval
Once you’ve added all your expenses and are ready to submit the report:
- Click the “Get Approval” button at the top right of the report.
Step 6: Edit or Delete Your Report
- Edit Report Details: If you need to change the team or approval policy, use the “Edit” dropdown and select “Edit report details.”
Delete Report: If you need to delete your report, select “Delete report” from the same dropdown. Keep in mind that deleted reports cannot be retrieved.
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