Float provides users with several helpful filters they can use to review and analyze transactions with ease.
You can do this while logged in as an admin by navigating to 'Transactions' in the left sidebar. From there, you can search for transactions by name, merchant or spender details, and also choose a specific time period to look up transactions.
You can also add filters to further enhance your review of transactions by hitting 'Add Filter +'. This includes by:
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General Ledger (GL) Code
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Department
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Spender
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Tax Code
We're always looking for improvements to our filters, if you think a filter should be implemented please send us an email to support@floatcard.com
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