Reimbursements FAQ – Float Help Centre

Float's Reimbursements feature streamlines expense report management, providing an easy way to handle out-of-pocket expenses and mileage reports.

For a detailed overview on Reimbursements, please reference our Reimbursements Overview and Setup guide.

Directory of Frequently Asked Questions

When should I use Reimbursements vs Float cards?

Reimbursements are great for mileage, personal card spend, and edge cases — including when an employee prefers to use their personal credit card to collect rewards points. While using a Float card is ideal for planned or repeat spend due to better visibility and built-in controls, Reimbursements give you flexibility when personal cards are preferred or required.

Can employees see Reimbursements in Float?

Not until the feature is enabled. Once you turn it on in from the Settings Page, Spenders will see a "Request Reimbursement" option in their Float account, both on web and mobile. Until then, the reimbursement feature will be hidden from view.

I'm on the Essentials plan — can I use Reimbursements?

You can use Reimbursements on the Essentials plan to manage out-of-pocket employee expenses. You’ll have access to approval workflows, submission policies, export tools, and reimbursement reporting — everything you need to track and control spend. Just keep in mind that payouts must come from your funded Float balance (not a connected bank), so enabling auto-funding is a good way to prevent delays. Only CAD payouts are available on Essentials.

What currencies are supported by Float Reimbursements?

Float supports reimbursement payouts in CAD and USD, but plan differences apply:

On the Essentials plan, only CAD payouts are supported, and payouts must come from your pre-funded Float balance.
On Professional and Enterprise plans, you can reimburse in both CAD and USD, and payments come from your Float Cash balance.
On Professional and Enterprise plans, reports can still include expenses in other currencies (like EUR or GBP), which Float auto-converts using the daily rate. These reimbursements must be paid outside Float and marked as paid.

What date do reimbursements appear on the monthly account statement?

Reimbursements appear on your account statement based on the scheduled payment date of the expense report, not the date the report was submitted or approved.

Can US entities use direct payouts?

Not yet. US entities can track and approve reimbursements in Float, but payouts must be handled outside the platform.

Do I need to fund my Float balance to reimburse?

Yes. Reimbursement payments come from your Float Cash balance only so you must ensure your Float balance is adequately funded to cover payouts.

Do Reimbursements need different approval policies?

Not necessarily. Reimbursements and card requests use separate workflow types in Float, but you can choose to keep the same approval structure across both if that works for your team. Professional plan customers also have the flexibility to tailor policies by department or project team

How does Float handle international reimbursements?

Float supports multi-currency reports and auto-converts expenses at the daily rate. Reimbursements are paid in CAD or USD — if another currency is used, you’ll mark it as paid externally.

Do I need to update my accounting sync for Reimbursements?

Not always — it depends on your setup. If you're using QuickBooks Online, you'll be prompted to map reimbursement-specific accounts: one for Accounts Payable and another for your clearing or bank account.

Can I submit a Reimbursement request without a receipt?

Not always - it depends on your Reimbursements Submission Policy which is set up by an Administrator. If your Submission Policy doesn't require receipts, then you can submit a report without a receipt. However, if your policy requires a receipt to be uploaded, then you can't submit your report for approval unless a receipt is attached.

Can I create per diems for users when submitting reimbursement reports?

No. Float doesn't support per diems in Reimbursements at this time.

However, there are some workarounds you can use:

Create a virtual card with a daily expiring limit with the amount they are allowed to spend
- For information on cards and limits, please see this article: Setting and Editing Limits on Float Cards
Create a Per Diem Submission Policy
- State in the policy name the per diem amount (e.g., $100/day Per Diem)
- Users can select this policy when creating their reports
- Please note: This is reliant on the user submitting expenses that adhere to the per diem amount. There are no controls in Float that will prevent them from submitting more than the per diem amount.
- For more information on Reimbursement Submission Policies, please see this article: Configuring Reimbursements Submission Policies & FAQ

Directory of Frequently Asked Questions

Getting Started & Eligibility

Visibility & Access

Currencies & International Use

Approvals & Policies

Accounting & Reporting

Submitting Reimbursements