The Transaction Export page gives you several ways to review and edit transactions before exporting them to your accounting system.
For additional information, see: Transaction Export FAQ
Note: Only Administrators and Bookkeepers can edit transactions from this page. See: User Roles
Guide Overview
Inline Editing
You can edit transactions directly in the table without opening the details view.
Click into a field, such as GL code, vendor, tax code or Team to make changes
Use the dropdown menus to search and select the correct value
Inline editing is designed to speed up coding and reduce the number of clicks needed to prepare transactions for export.
Receipt View
You can view receipts in Float without opening a new tab.
- Selecting the image of a receipt will open the transaction details and a full-screen view of the receipt
The full-screen view lets you compare the receipt against the transaction details side by side
Navigate between receipts while keeping the transaction details view open, by selecting the arrows on the top-right of the Transaction Details View
This feature makes it easier to review receipts quickly during reconciliation.
Rule Suggestions
Float helps reduce manual work by suggesting coding rules based on transaction patterns.
When suggestions appear, you can:
Accept a rule suggestion for GL codes, vendors, or tax codes to apply automatically in the future
Create a new merchant rule so the same coding is automatically applied to future transactions from that merchant
For more details, see: What Are Transaction Rules & How Can They Be Set Up?
Transaction Details View:
For a more complete editing experience, open the right-hand transaction details view. In the transaction details view, you can edit the transaction, view the export requirements and review the activity logs.
Edit the Transaction
Select a transaction to open its details
Edit all fields in one place, including: Tax Code and Tax Amount, GL Code, Vendor, Team, and Custom Fields
- Verify if the transaction is compliant with your policies
Navigate between transactions without closing the view, by clicking the arrows on the top-right
Adjust the width of the panel to make it easier to compare details against the main table
Export Requirements
- The Export Requirements view shows whether the transaction is valid for export or not
Activity Logs
- The Activity Log in Float is an audit trail that shows exactly who made changes to a transaction and when
- For each transaction, the Activity Log records:
- Each user who made an edit (i.e., delegator, delegate, or another user)
- What was changed (e.g., description, tax code, GL code, receipt, moved from non-compliant to compliant)
- When the change was made
For more details, see: Activity Logs for Transactions
Compliance
The "Status" column will show if a transaction is or isn't compliant with your spending policy.
Below are the compliance states:
- Compliant: The transaction is compliant with your Submission Policy
- Not Compliant*: The transaction is not compliant with your Submission Policy
- Valid for Export: The transaction has met all of the export requirements to be exported to your accounting sync
- Not valid for Export*: The transaction has not met all of the export requirements to be exported to your accounting sync
- Approval required: Transaction requires review based on your Review Policy's
- Approved: Transaction has been approved based on your Review Policy's
- Not approved: Transaction has not been approved based on your Review Policy's
*Selecting a transaction > Transaction Details > Compliance, will show the reason the transaction is not compliant with the spending policy.
*Selecting a transaction > Export Requirements, will show the reason a transaction is not valid for export.
Bulk Editing
Use bulk editing to force compliance (mark as compliant with Submission Policy), approve rule suggestions, or edit transaction fields.
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Select two or more transactions using the checkboxes in the table
A bulk action bar will appear at the bottom of the screen
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From here, you can:
Edit multiple fields at once
Approve or reject rule suggestions in bulk
Mark transactions as Compliant or Ready to Export
- To save your changes, select the "Apply Changes" button
Split Transactions
If transaction splits have been enabled by your business, you can split a transaction into multiple line items to properly allocate it across different GL codes or expense categories.
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Select a transaction to split and click "Split Transaction” in the Edit Transaction view
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In the Split Transaction modal, add as many line items as you need. You can provide the correct accounting information for each line item
Note: The amounts for all line items must sum to the SubTotal Amount. If this does not sum to the total amount, this will not properly split, and you will be prompted with a message to balance the total amount.
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In the Split Transaction modal, add as many line items as you need. You can provide the correct accounting information for each line item
- It is possible to edit a split transaction and change the values, add more splits or remove a split
For more details, see: How to Enable Transaction Splits and How to Split a Transaction?