Transactions FAQ – Float Help Centre

This article covers common questions about the Transactions page in Float, including how to find and view transactions, what information is shown, who can access different transactions, and how to request more details if needed.

For more information on Transactions, see:

How To Edit Transactions as an Admin or Bookkeeper

Where Can I Find Card Transaction Merchant Details?

Prohibited and Restricted Transaction Declines

Blocked Countries List

Directory of Frequently Asked Questions

Where can I find transactions in Float?

You can see transactions in both the web app and the mobile app.

In the web app:

Log in at app.floatfinancial.com
Click the Transactions pagein the left-hand menu

In the mobile app:

Open the Float mobile app
Tap the double-arrow icon at the bottom of the screen to open your transactions

Who can see other users’ transactions?

Administrators can see all transactions across the company
Managers can see:
- Transactions for users they are listed as the direct manager of
- All transactions tagged to the team they manage
Spenders can only see their own transactions

How Can I Review Transaction Activity?

Yes, you can review edits made to transactions details in Float!

Navigate to the Transactions page
Click on the respective transaction
Select "Activity Log" on the right side of "Details"

This method lets you see when key details-such as receipts, GL codes, and descriptions-were added to transactions, and who added them.

What details are shown in the Transactions page?

The Transactions tab gives a full view of each transaction, including:

Merchant – Name of the business where the transaction was made
Payment date – Date the payment was processed
Amount – Total dollar amount of the transaction
Method – Last 4 digits of the card used
Card – Card name and last 4 digits
Spender – Person who made the transaction
Team – Team the spender's card is assigned to (only on the Professional plan)
Receipt – Receipt image or file, if attached
Status – Shows if the transaction is:
- Pending or posted
- Reviewed or not
- Compliant or not compliant with policy

Where can I view transaction details?

You can view full transaction details in both the web app and mobile app.

In the web app:

Log in at app.floatfinancial.com
Go to the Transactions page
Click on a transaction to open the details panel

You’ll see a summary of the transaction, plus any required fields set by your business—like GL code, description, tax code, receipt, and more.

In the mobile app:

Open the Float mobile app
Tap the double-arrow icon at the bottom of the screen
Tap any transaction to see the details

How can I request more information about a specific transaction?

If you need more details about a transaction beyond what’s shown in the Transaction Details - for example if a merchant included a verification code in the transaction description - you can view additional information through the Float web application.

Here’s how:

Log in at app.floatfinancial.com
Go to the Transactions page
Click on the transaction you need more info about
Beside the merchant name, click the 'i' icon
Additional merchant information will be displayed

If you're still unable to find the details you need, feel free to reach out to our team at support@floatfinancial.com .

Can I disable "AI Autofill" suggestions on transactions?

No! Float's AI-powered OCR cannot be turned off. It helps streamline transaction coding so you can focus on other tasks.

For more information, see: AI-Powered OCR

How can I tell what fields are required for transactions?

Required fields in the Transaction Details panel are marked with a red asterisk (*).

These fields are based on your company’s Submission Policies and will vary depending on the business.

I used Apple Pay/ Google Pay for my transaction. Why are the last 4 digits of my card different on my receipt?

When you pay with a mobile wallet (Apple Pay, Google Pay, etc.), the merchant usually doesn’t receive the real card number. Instead, the wallet uses tokenization: it sends a device-specific “virtual” card number (often called a Device Account Number or Virtual Account Number) plus a one-time security code for that transaction.

The Float card has one card number. The phone/watch has a different, wallet-issued token number for that same card (with a different last 4). Receipts often print the last 4 of the token, not the last 4 of the physical card.

If you want to confirm it’s the right card, in your mobile wallet, open the card you used and look for the card details. Many wallets show the virtual/device number (or at least the last 4 of it) and match that to the last 4 on the receipt.

Why do some transactions display a timestamp in the middle of the night?

The reason some Float transactions display a timestamp that falls in the middle of the night often depends on whether the transaction is in the authorization or capture (posted) stage.

An authorization occurs when the cardholder swipes their card or submits an online order
A capture happens when the merchant processes and finalizes the transaction to collect the funds—this step can take place hours later, often during overnight batch processing.

This is why you may notice timestamps that appear outside of typical business hours.

Why are a deleted user’s transactions showing up under another user?

When a virtual card is reassigned to a new owner, all past transactions on that card are also reassigned to the new owner.

For more information on re-assigning virtual cards, see: Re-assigning Float cards to different users.

Why do I see a question mark in the Status column?

A "Pending" status means the transaction has been authorized but not yet fully processed by the merchant and is indicated by an orange clock icon.

For more information on pending transactions, see:

Understanding the difference between Pending and Posted charges

Understanding Why Transactions Are Stuck in Pending

Why do I see the message “Contact your administrator to update this transaction” when trying to edit a transaction?

Spenders will see this message when a transaction can no longer be edited in the Transactions page. Either because it has been prepared for export or has already been exported to the connected accounting system. To update the transaction details, you’ll need to ask an Administrator to make the changes in the Transaction Export.

Admins can see more information on exporting transactions in: Transaction Export Overview

Where can I find the transaction decline reason?

You can view the decline reasons in the Float web application and mobile app.

In the Float web app

Transactions > Declined > adjust date and other filters as necessary
Cards > select a Physical or Virtual card

View the Decline Reason column or hover over the red "X" icon.

In the Float mobile app

Tap the Transactions icon in the bottom navigation
Or go to Cards > tap a card > scroll to recent transactions
Declined transactions will show a red “Declined” label
Tap the transaction to view the decline reason

For more information on transaction declines, see: Card Declines: Why They Happen and How to Fix Them.

Why can refunds take longer to show up than other transactions?

Refunds appear in Float once they’re posted by our card-issuing partner. Merchants, payment processors, and banks often take longer to process refunds than regular payments, so while new transactions show up almost instantly, refunds can take more time to appear.

Can I cancel or reverse a transaction that I made accidentally?

If you made a transaction on a Float card by mistake, or used the wrong card to make the transaction, it can't be un-done from the Float end. You'll need to contact the vendor with whom you made the transaction and ask them to refund the transaction or change the payment method.

Can I download “proof of payment” for a float card transaction?

No. Proof of payment is only available for bills paid in Float, not for card transactions.

Directory of Frequently Asked Questions

Finding & Viewing Transactions

Transaction Details, Fields & Editing

Statuses, Errors & Declines

Timing, Processing & Refunds

Card Usage & Payment Methods

User & Account Behavior

Documentation & Records