Welcome to Float!
If you're here, your business has created a user account for you and you will have received a link via email to activate your account and complete the user verification process. If you haven't received an activation email, please contact an administrator at your business. You can find more information about the verification process here: KYC (Know Your Customer) Verification for Float users
This guide will walk you through setting up your account and the key features needed to get started with spending on your Float Card, submitting Reimbursements and more.
We recommend reviewing the following articles to familiarize yourself with the Float platform as a Spender:
Quick Guide: Spenders and Managers
Float Homepage Overview
Getting Started
1. Complete Your User Profile
Setting up your user profile is easy! Check out the guides below to complete your profile, add banking details for reimbursements, and explore our mobile app to use Float on the go.
Add Your Phone Number to Float
Add your Banking Details for Direct Reimbursement Payouts
2. Spend Requests
These guides will walk you through how to request a new card, request additional funds for existing cards, and create reimbursement reports for approval.
Submitting a Spend Request for a New Card/Limit
Create Reimbursement Spend Request Report
3. Card Overview
This guide provides a comprehensive overview of the Card Overview page, where you will find information on Card details, transaction history, your available balance and more.
4. Submission Policies and Transaction Details
Transactions you make on Float cards require supporting information as defined in your business' Submission Policies. This guide explains what Submission Policies are, where to find yours, how to view your transactions, and what happens when your transactions are not compliant with the policy.
Submission Policies, Card Pause Policy Violation & Transaction Details
5. Digital Wallets
Float cards can be added to mobile wallets and smartwatches for easy purchasing! Check out the guides below to learn how to add your cards to your devices.
Adding Float Cards to Mobile Wallets
Adding Float Cards to Smartwatches