This Guide will provide a high-level walk-through on everything you need to do to get your company's Float account set up for Reimbursements.
Please click into each of the linked Help Centre articles for detailed how-to guides for each section.
Enabling Reimbursements
Reimbursements must be enabled within your Reimbursements Settings for Spenders to be able to submit Reimbursements reports.
Configuring Mileage Rates
Mileage Rates need to be enabled for users to request a reimbursement for business-related travel in a personal vehicle.
Configuring Mileage Rates for Reimbursements
Configuring Direct Payouts
Direct Payouts allow you to reimburse your employees directly to their bank accounts. Direct Payouts must be enabled and have a Clearing account configured. Direct Payouts are made from your Float CAD or USD cash balance.
Configuring Direct Payouts for Reimbursements
Reimbursements Policies
Reimbursements Policies allow users to manage Reimbursements approval workflows and submission requirements. You need to configure Reimbursement Approval and Submission Poliies to ensure that reports are routed and processed according to your business needs.
Reimbursements Policies Overview
Exporting Reimbursements
Reimbursement reports can be exported directly to your accounting software from Float once your accounting integration is set up. We support direct integrations with QuickBooks Online, Xero, and NetSuite.