Receipts can be downloaded from Float at any time to support bookkeeping, audits, or expense reviews. Only Admins and Bookkeepers have permissions to download receipt files. You can download receipts through the Receipts tab, Transaction tab, or export receipt URLs through a CSV file.
For more information on Receipts, please see:
How to upload a receipt to Float
Option 1- Download Receipts in the Receipts tab
Log in to your account at app.floatfinancial.com
Go to Cards→ Receipts → Downloads
Choose CAD or USD
-
Choose a date range and click Download receipts
Your receipts will be sent to you by email. Once received, open the email and select Download to save the receipts as a ZIP file on your computer.
Please note: For security reasons, the receipt download link is only valid for 72 hours. If your link has expired, initiate a new export in the Float web app (app.floatfinancial.com).
Option 2- Download Receipts in the transactions tab
Log in to your account at app.floatfinancial.com
Go to Transactions → Download receipts
Choose CAD or USD
Choose a date range and click Download receipts
How to Export Receipt URLs (CSV Export)
Exporting receipt URLs lets you download a CSV file with links to all receipts attached to your transactions.
To export receipt URLs:
- Log in to your Float account at login.floatcard.com
- Go to Accounting > Transaction Export
- Select a stage (Needs Review, Ready to Export, or Exported)
- Use the checkboxes beside Merchant to select all transactions (or check individual transactions)
- Select the "Edit" or "Bulk Edit" button
- Click the three-dot menu beside the stage button (e.g., Needs Review, Ready to Export, or Exported)
- Choose Export CSV and select your preferred CSV format