This video explains how to create submission and approval policies for reimbursements in Float. You’ll see how to set thresholds, assign approvers, and control how requests move through review.
To set up reimbursement approval policies:
Go to Settings > Approval Policies
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Either edit the default policy or create a new one
Create approval levels based on dollar thresholds, such as requiring one approver for requests under $1,000 and multiple approvers for higher amounts
Within each level, add approval steps and choose first-level managers or specific individuals as approvers
You can chain multiple approvers together to ensure proper oversight for higher-value requests
If needed, add notification recipients who aren’t approvers but should be informed when reimbursement requests are submitted
To set up reimbursement submission policies:
Go to Settings > Submission Policies
Either edit the default policy or create a new one
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Decide what you want to be required when a user submits a report:
- You can choose to make the below options Required, Not Required, or Hidden
- Receipts, Descriptions, Vendors, GL Codes, Custom Fields (e.g., QBO Classes), and Tax Codes
- You can choose to make the below options Required, Not Required, or Hidden
For more details, see:
Configuring Reimbursement Approval Policies
Configuring Reimbursements Submission Policies & FAQ