This video shows how to submit a reimbursement request in Float from start to finish. You’ll see how to add receipts, review details, and send your request for approval.
To submit a reimbursement:
Select Request Spend > Request Reimbursement
Give your report a title, then choose the appropriate submission policy, such as out-of-pocket or mileage
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Upload receipts by dragging and dropping files into the report
Float uses OCR to extract key details like the merchant name, date, amount, and currency
Review the auto-populated information, add descriptions for context, and complete any required fields
When you’re ready, select Get Approval to see which approvers are involved and submit your request
You can track all reimbursement requests from the Requests tab, where they’re organized by draft, pending, and approved status
For more details, see: