This video walks through how to set up reimbursements in Float. You’ll see how to enable the feature, connect accounting settings, and configure payout and mileage options.
To get started with reimbursements:
Enable the feature in Settings, where it’s turned off by default
If you use Xero, QuickBooks Online, or NetSuite, configure your accounts payable and clearing accounts to support accurate reconciliation
Enable direct payouts so employees can connect their bank accounts and receive reimbursement payments directly from Float
You can also set up mileage rates by creating named tiers with valid-through dates and per-kilometre amounts, allowing spenders to select the correct rate when submitting mileage expenses
For more details, see:
Configuring Direct Payouts for Reimbursements
Configuring Mileage Rates for Reimbursements