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Enabling Reimbursements

  • Updated

Float's Reimbursements feature streamlines expense report management, providing an easy way to review, pay, and export out-of-pocket expenses and mileage reports. This article will guide you on how to enable Reimbursements for your company.


Enabling Reimbursements in Your Float Account

Any administrator can easily enable Reimbursements in your Float account by following the steps below:

  1. Navigate to Settings > Reimbursement Settings
  2. Toggle on the "Enabled" button to enable Reimbursements for your company

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Enabling Direct Payouts & Mileage

Direct Payouts must be enabled for users requesting reimbursements to be paid directly from Float. Mileage must be enabled for users to submit mileage reports for business-related travel in personal vehicles.

Please review the steps below to learn how to enable direct payouts and mileage:

Enabling Direct Payouts & Mileage for Reimbursements:

  1. Within "Reimbursement Settings" scroll down to the "Direct Payouts" and "Mileage" sections
  2. Toggle on "Enabled" > Direct Payouts and Mileage are now enabled

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Some Important Notes on Direct Payouts & Mileage:

You can only enable direct payouts once you have been approved for Payments as part of the Business Validation process.

    • If the option to enable direct payouts is greyed out, you haven't been approved yet
    • To check your status, click the Bill Pay tab - if you see the below message, your approval is still pendingimage.png
    • If you'd like to expedite the approval process, please reach out to support@floatfinancial.com 

Direct Payouts in USD are only available to Professional and Enterprise Plan customers. Essentials Plan customers will only have CAD payouts as an available option; USD Payouts will be greyed out.

Mileage rates need to be set up for users to select when creating mileage reports. For detailed instructions on configuring mileage rates, please review our Help Centre article below:

 Configuring Mileage Rates for Reimbursements

 

Direct Payouts for US Businesses

  • Direct Payouts in USD are not supported for US-based businesses. Users based in the US who are connected to a US-entity account must be paid outside of Float and have their reports marked as Paid.

 

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