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Create Teams & Track Spending

  • Updated
Teams are a great way to manage different approval, submission and review policies for different teams! It allows admins to have the flexibility to manage spending workflows within Float while providing team managers with control over their team's budget. 

Teams are available only on the professional plan. Please email support@floatcard.com if you'd like to upgrade.

 

Creating a Team (Professional Plan)

  1. Click on the "Teams" tab in the navigation panel.

  2. In the top right corner, click the blue "+ New Team" button.

  3. Indicate a Team name — e.g. Sales, Engineering, Marketing, etc.

  4. Apply linked Accounting Field(s) that will automatically apply to any transactions on cards that are connected with the Team (optional).

  5. Add applicable Managers

    • Managers can see all spending and corporate cards across a Team. Please ensure existing cards have been added to the desired team to ensure managers can view and review transactions made on these cards.

  6. Add Members

    • Members will be the Spenders on the Team.

    • Managers will be able to manage all of the cards assigned to Spenders.

  7. Click "Save."

 
You can now manage approval policies by team! Read more here.
 

How to track spending based on Teams

With Users assigned to specific Teams, you can monitor spending down to the Team level.

  1. Click on the "Transactions" tab in the navigation panel.

  2. In the Transactions page, click the blue "Filter" button.

  3. Select the Team you would like to filter.

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