Creating a Report

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.