Float's accounting integrations, receipt capture and automated transaction categorization (GL codes, tax codes, vendors, etc) make closing your books at month-end so much easier! 'Bookkeeper' is one of the 4 user roles at Float.
Bookkeepers have access to all transactions made to Float, accounting settings, integration settings and statements. Bookkeepers cannot create or hold cards, manage account funding, or manage users, teams and policies.
Can my bookkeeper also be a cardholder?
Bookkeepers cannot be cardholders or spend on Float at this time. Users assigned this role are not required to KYC and do not have access to cards.
If you would like to assign a card to your bookkeeper, there are two ways to go about this:
- You will have to change their role from bookkeeper to administrator. This also allows them to manage users, teams, cards, policies, funding and more. Follow option 2 if you would like to just assign a card and not grant access to the rest of Float's features.
-
You can create a second user account for them with the "Spender" role:
- From the "Users" page, add a new user profile with the same name and email address as the current Bookkeeper. Give the new user profile the "Spender" role, which can be issued cards.
- The user will be invited to Float again but will not have to complete identity verification a second time
- The user will now have two profiles, one with the "Bookkeeper" role and one with the "Spender" role. Both profiles will share the same login credentials.
- After logging-in to Float, the user will be able to easily switch between profiles to access the functionality of each as outlined here: FAQs on Switching Between Multiple Accounts
- The "Spender" can now request and be issued cards.
Can a bookkeeper be a delegate in Float or have a delegate assigned to them?
No, bookkeepers cannot be assigned as a delegate, nor have a delegate in Float. Only Spenders, Managers, and Administrators can have a delegate or be assigned as another user's delegate.
For more information on Delegate Access, please review this Help Centre article. (link article when live)
Here's a quick guide to get your bookkeeper started on Float: Bookkeeper's Guide