After making a transaction with your Float card, you will be able to add the required transaction details (such as a receipt, description, etc) through the Transactions page, the Float mobile app, or a prompted email/sms link. Fields are required based on your assigned Submission Policy.
Editing Transactions through the Transactions Page:
- Navigate to app.floatfinancial.com
- Select "Transactions" from the left sidebar
- To edit and update an individual transaction, click the line item and populate all the required fields in the transaction summary pop-up on the right side of the screen. All required fields will be marked with a red asterisk (*).
Editing Transactions in the Mobile App:
- Select the transaction you'd like to add details for from the Home Page
- Populate all the required fields for the transaction
- Once all required fields are completed, you should see "Compliant" at the top of the transaction page
Why am I unable to edit my transaction?
If a transaction has been prepared for export, or has been exported already, only an admin can edit the transaction. For more information, see: