Submission Policies help your business collect the right information on every transaction. They ensure cardholders include the details finance teams need for proper coding, review, and reporting—such as receipts, descriptions, GL codes, or vendor names.
What is a Submission Policy?
A Submission Policy is a rule set defined by your Float Admins that applies to card transactions. It determines:
What information is required on each transaction (e.g. receipt, description, GL code)
When a transaction is considered compliant or non-compliant
Whether a card should be automatically locked if too many transactions are missing required details
Submission Policies can vary depending on team, department, or type of spend. For example, your organization might use different policies for travel, onboarding, or equipment purchases.
Learn more about restricting GL codes, vendors, and custom fields: Submission Policy Field Restrictions
Who sets and applies Submission Policies?
Only Float Administrators (typically in Finance, HR, or IT) can create and manage Submission Policies. A policy is applied to a card either:
Automatically when an Admin issues a new card, or
Manually selected by the Spender (if your organization uses multiple policies and allows user choice)
Multiple Submission Policies are available only on Float’s Professional Plan. If you’re on the Essential Plan, your account will use a single default policy.
What happens if a transaction doesn’t meet the policy?
Transactions missing required information will be marked as non-compliant. Spenders will see these flagged in their Float dashboard and may be prompted to complete the missing details.
Once a user reaches the limit of non-compliant transactions set in the Submission Policy, their card is automatically locked, or if the policy has the optional "Grace period (days)" enabled, it will auto-lock after the number of grace period days is reached. Learn more: Why is My Card Locked for Spend Compliance Policy Violation and How Do I Unlock It
How do I see which policy is applied to a card?
Spenders can view the active Submission Policy from the Cards page:
Go to Cards > Use filters to locate the card > Select the card
On the right side under Card Settings, look for the Submission Policy
Click the policy name to view the required details for compliance
What does a compliant transaction look like?
Each transaction shows a compliance status:
Blue icon: Compliant (all required details are complete)
Grey icon: Non-compliant (still missing required fields)
To stay compliant, make sure to submit all required details on your transactions as soon as possible, as the policy takes effect once the transactions go from "Pending" to "Posted".