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Spend Requests for New Cards or Limits

  • Updated

Float users can submit a "Spend Request" for new virtual and physical cards or to increase the limit on an existing card. Spend Requests are routed for approval based on your configured approval policy. Requests that are pending your approval and completed requests from the past can be found on the Requests page.
 

Guide Overview

Submitting a Spend Request for a New Card

Submitting a Spend Request for a New Limit

 

Submitting a Spend Request for a New Card

From the Web-app:

  1. Log-in to app.floatfinancial.com
  2. Select "Request Spend"
  3. Select "Request New Card or Limit" > Select "New Card"
  4. Enter the new card details:
    • Card name
    • Notes (describe what the spend is for)
    • Card Type (virtual or physical)
    • Currency (CAD or USD)
    • Limits (recurring or temporary)
    • Team (if applicable)
    • Approval Policy
    • Submission Policy
    • Auto-fill transaction details
  5. Select "Submit Request"

From the Mobile App:

  1. Log-in to the mobile app
  2. Select the "+" button > "Request a new card"
  3. Select card details:
    • Card type (virtual or physical)
    • Name of the card
    • Description
    • Team (if applicable)
    • Approval policy
    • Submission policy
    • Currency (CAD or USD)
  4. Select "Next" to add the limit details:
    • Limit type (recurring or temporary)
    • Total amount
    • Renewal period or expiration date
  5. Select "Submit request"

Spenders cannot request more than one physical card in each currency, but an Administrator can create additional physical cards in the same currency for a Spender if necessary.

 

Submitting a Spend Request for a New Limit

From the Web-app:

  1. Log-in to app.floatfinancial.com or the Float mobile app. 
  2. Select "Request Spend" or tap the "+" icon in the mobile app.
  3. Select "Request New Card or Limit" > Select "Increase existing card limit" > From the drop-down menu, select one of your cards
  4. Add request details:
    • Notes (Describe what the spend is for)
    • Limits (recurring or temporary)
    • Team (if applicable: auto-selected based on Team assigned to card)
    • Approval Policy
    • Submission Policy
    • Auto-fill transaction details
  5. Select "Submit Request"

From the Mobile App:

  1. Log-in to the mobile app
  2. Select the "+" button > "Request a card limit increase"
  3. Select which card the request is for
  4. Add the request details:
    • Approval policy
    • Limit type (recurring or temporary)
    • Description 
    • Total amount
    • Renewal period or expiration date
  5. Select "Submit Request"

Types of Limits

  • Recurring Limit: This should be selected for any recurring spend (such as employee benefits or software subscriptions). Selecting this option will reload funds to a card on your custom recurring interval (daily, weekly, monthly, yearly). 
     
  • Temporary Limit: This should be selected for specific, one-time spend (like a work trip). Selecting this option will request a one-time limit with a predefined expiry date. Once the limit expires, the spending power will be removed from the card. Professional plan users will have the option to add multiple temporary limits to one card. 

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