Receipt capture has never been easier! Float offers multiple ways to stay on top of your receipts and submission policy requirements, without your finance team chasing you down. You can update transactions via any of the following channels:

• Float App
• SMS
• Email
• Slack

From the Transactions Page:

1. Log into floatfinancial.com.
2. Go to Transactions in the left sidebar.
3. Select the transaction you need to add a receipt to.
4. Upload your receipt in the Receipt field within the transaction drawer or dragging and dropping the receipt directly onto the transaction. You can also update other required fields here.

From the Receipt Inbox:

1. Navigate to Receipts under Cards in the left sidebar.
2. Click Match on any unmatched receipts sent to Float.
3. Locate the corresponding transaction on the pop-up screen.
4. Click Match to complete.

From the Card Page:

1. Go to Cards in the Float.
2. Choose the specific card and locate the relevant transaction.
3. Upload your receipt in the Receipt field within the transaction drawer or dragging and dropping the receipt directly onto the transaction. You can also update other required fields here.

Adding Receipts via Slack:

While direct uploads aren’t currently supported in Slack, Float notifies you of transactions missing details through Transaction Notifications:

1. Click Add details to this transaction in the Slack notification.
2. This link redirects you to Float, where you can upload the receipt and complete any other required information.

Adding Receipts in the Float Mobile App

Snap a Receipt:

1. Tap the + button at the bottom of the screen.
2. Select Snap a receipt to take a photo of your receipt.
3. Float will analyze the receipt and attempt to match it to a transaction. If it doesn’t match, you’ll be prompted to select the appropriate transaction.
    

Using the Home or Transactions Tab:

1. Go to the Home or Transactions tab.
2. Find and select the transaction you need to update.
3. Upload your receipt under the Receipt field and fill in any other required fields.
    

Using the Cards Section:

1. Navigate to Cards and select the specific card.
2. Locate and select the transaction needing a receipt.
3. Upload your receipt in the Receipt field, and complete any other required fields if needed.

Additional Information:

• File Requirements: The maximum file size for receipt uploads is 40 MB. Accepted formats include:
  • PDF
  • PNG
  • JPG
• Receipt Storage: Receipts uploaded to Float are stored indefinitely for easy reference.