Approving & Declining Reports

Approvers play a crucial role in the reimbursement process. Here’s how to manage approving and declining reimbursement reports in Float as a designated reimbursement approver.

Step 1: Notice of Submitted Reimbursement Reports

When a reimbursement report is submitted, approvers will be notified based on the approval policy selected during the report’s creation. 

Step 2: Reviewing Pending Reports

Reports that are waiting for your approval will appear in the “Needs Approval” tab on the “My Requests” page. You can approve or decline reports using the following methods:

• Reports can be approved directly from the My Requests page by clicking the “Approve” button, or by opening the report and selecting “Approve” in the top right corner.
  
  
• To decline a reimbursement report, click on it and select the “Decline” button within the report. You’ll be prompted to leave a comment explaining the reason for the decline. This feedback is essential for the user to make the necessary updates.
  

Step 3: Notifications and Resubmitted Reimbursement Reports

When a reimbursement report is declined, the users will receive a notification with the comment. Should they choose to resubmit the report after making the requested updates, it will return directly to the approver who initially declined it.

Step 4: Final Approval

When the last approver in the Approval Policy gives their approval, the report is considered fully approved. It will then move to the Reimbursement Export page.