Float users can submit a "Spend Request" for new virtual and physical cards, or to increaser a 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.
Submitting a Spend Request for a New Card
- Log-in to app.floatfinancial.com or the Float mobile app.
- Select "Spend Request" or tap the "+" icon in the mobile app.
- Select "Request New Card or Limit"
- Under "Select Float Card" > Create New Virtual or Physical Card
- Complete required fields, including limit type.
- Select "Submit"
*Please note that a spender 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
- Log-in to app.floatfinancial.com or the Float mobile app.
- Select "Spend Request" or tap the "+" icon in the mobile app.
- Under "Select Float Card" > Select Existing Card
- Complete required fields
- Select "Submit"
Types of Limits
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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.