Configure Out of Pocket Submission Policy

Configuring your submission policy for reimbursements in Float allows you to define how employees submit reimbursement requests. Configuring the policy ensures that all reports meet your submission standards.

Configuring your Submission Policy

You can navigate to your submission policy from several locations within the Float platform:

• Settings → Reimbursement Settings → Configure Submission Policy 
  
  
• Reimbursements Tab → Settings → Configure Submission Policy 
  
  

Configuring Submission Requirements:

1. Name your policy and optionally, add a description.
   
   
2. Receipt Capture Settings:
   • Determine whether receipts are Required, Not Required (but can still be inputted), or Hidden (the receipt option is not provided at all).
   • You can also set receipts to be required only for transactions above a certain amount. To do this, select “All Transactions” and choose “Transactions Above”, then specify the transaction amount above which receipts will be required.
     
     
3. Additional Fields:
   • Descriptions, Apply GL Codes, Tags, and Apply Tax Codes: Set whether these fields are Hidden, Not Required, or Required for the reports under this policy.
   • Restrict Field Visibility: You can limit the visibility of GL codes, tags, and tax codes to specific ones for your users, ensuring they aren’t overwhelmed by too many options. Admins will still have access to view all options, even if restrictions are applied.

Saving Your Policy

After configuring all the necessary settings, click “Save Policy” to finalize your submission policy.

This policy will now be available for users to follow when submitting out-of-pocket expenses, ensuring that all reports align with your business's requirements.