This video explains how to create submission policies for cards in Float. You’ll see how to control what information spenders must provide when making a transaction.
Submission policies let you define exactly what details are required when spenders use their cards. You can choose which fields are required, optional, or hidden, such as receipts, descriptions, GL codes, or custom fields from your accounting integration.
Card compliance settings also help enforce these rules. If needed, you can pause cards after repeated policy violations, helping ensure complete and accurate data flows into your books.
For more details, see: