Float Reimbursements enables Spenders to request repayment for business-related expenses they have paid out-of-pocket. 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 (if applicable): Choose the relevant team that the report applies to. This may affect the available Approval Policies.
- Choose an Approval Policy: If more than one are available, select the appropriate approval policy for your report.
Step 3: Select Payout Currency
Reimbursements are defaulted to be paid out in CAD dollars. If you have connected a USD bank account to receive reimbursement payouts, you can select "Payout Currency" on the top right corner of the page and select "Switch to USD Payout". USD Payouts will only be available if the spender has connected a USD bank account.
Step 4: 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 5: 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 6: 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.
Submitted Reimbursement requests will be visible to the submitter at Requests > My Requests.
Approvers will see Reimbursement requests pending their approval at Requests > Needs Approval.
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. Deleted reports cannot be retrieved.