Approving & Declining Reimbursements Reports (Administrators & Managers)

Approvers play a crucial role in the reimbursement process. Approvers can be Managers or Administrators within Float and are configured in your Reimbursement Approval Policy.

This article will teach you how to manage approving and declining reimbursement reports in Float as a designated Reimbursements approver.

How to find Reimbursements needing approval

When a user submits a report for approval, you will find this by following this flow:

1. Login to app.floatfinancial.com 
2. Navigate to Requests > Needs Approval

How to approve and decline Reimbursement reports

1. Notice of Submitted Reimbursement Reports
   • Once Reimbursement Reports are submitted by Spenders, approvers are notified based on the Approval Policy selected during the report's creation
     
     
2. Reviewing Pending Reports
   • Pending reports appear in the Approver's "Needs Approval" tab within the "My Requests" page.
   • To approve Reimbursement Reports:
     • Click the "Approve" button directly from the My Requests page
     • Open the report to review the details and click "Approve" in the top-right corner of the page
   • To decline Reimbursement Reports:
     • Select the report and click "Decline" within the report. You will be prompted to leave a comment explaining the reason for the decline. This feedback is essential for the user to make the necessary updates
       
       
3. Notifications and Resubmitted Reimbursement Reports
   • Users are notified when their Reimbursement Report is declined with comments for edits to make
   • Resubmitted reports return directly to the approver who initially declined them
     
     
4. Final Approval
   • Once the final approver in the Approval Policy gives their approval, the report is considered fully approved and will move to the "Ready to Review" tab within the Reimbursements page