Float's Business Notification Settings give administrators control over which notifications your team receives across every product area. For each notification topic, you can set the state to Required, Optional, or Off, controlling whether users receive a notification and how much flexibility they have to manage it themselves.
This article provides a high-level overview of every notification group and the topics within each. To learn how to update these settings, see: How to Manage Business Notifications for the Entire Business
Guide Overview
Card Requests and Approvals
Notifications for card and spend requests, approvals, and reviews.
| Notification Topic | Description | Setting |
|---|---|---|
| Card Approval Requests | Controls whether approvers receive card and limit increase requests from team members. | Required / Optional / Off |
| Card Approval Reviews | Controls whether approvers receive card approval requests from team members. | Required / Optional / Off |
| Card Transaction Reviews | Controls whether approvers receive card transaction reviews from team members. | Required / Optional / Off |
| FYI Only Requests | Controls whether observers receive notifications for card and spend requests for monitoring and awareness. | Required / Optional / Off |
Card Transaction Alerts
Notifications related to card transaction declines, coding, and compliance reminders.
| Notification Topic | Description | Setting |
|---|---|---|
| Card Transaction Declines | Controls whether cardholders receive notifications explaining why transactions failed. | Required / Optional / Off |
| Card Transaction Coding | Controls whether cardholders receive alerts when transaction information is missing or receipts are marked as invalid. | Required / Optional / Off |
| Spend Compliance Reminders | Controls whether cardholders receive reminders to categorize transactions and upload receipts. | Required / Optional / Off |
| Card Transaction Spender Categorization | Controls whether cardholders receive reminders to categorize their card transactions. | Required / Optional / Off |
| Declined Transaction: Limit Exceeded | Controls whether admins receive notifications when card transactions are declined because the card is over the set limit. | Required / Optional / Off |
| Declined Transaction: Insufficient Funds | Controls whether admins receive notifications when card transactions are declined due to insufficient funds. | Required / Optional / Off |
| Card Transaction Declines Summary | Controls whether admins receive daily summaries of all declined card transactions across the business. | Required / Optional / Off |
Spend Threshold Alerts
Notifications that alert Administrators when the business's spending power falls below a specified dollar amount. When triggered, Administrators are notified to add funds to the account.
To enable a Spend Threshold Alert, toggle the notification on and enter the dollar amount at which you want to be notified. The notification will trigger when your spending power drops below that amount.
Please note: Spend Threshold Alerts are only visible to Administrators. Notifications are sent to Primary Administrators only
| Notification Topic | Description | Setting |
|---|---|---|
| CAD Spending Power falls below a set amount | Sends an email notification when your CAD spending power falls below a custom amount you define. | On / Off |
| USD Spending Power falls below a set amount | Sends an email notification when your USD spending power falls below a custom amount you define. | On / Off |
Reimbursements
Notifications related to reimbursement requests, approvals, and payouts.
| Notification Topic | Description | Setting |
|---|---|---|
| Reimbursement Approvals & Requests | Controls whether employees receive notifications when their reimbursement requests are approved, declined, or require more information. | Required / Optional / Off |
| Reimbursement Payouts | Controls whether employees receive notifications when their reimbursements have been paid to their bank account. | Required / Optional / Off |
| Reimbursement Requests: Review Required | Controls whether approvers receive notifications for reimbursement requests that require their approval. | Required / Optional / Off |
| Reimbursement Requests: FYI Only | Controls whether FYI observers receive notifications for reimbursement requests they're monitoring. | Required / Optional / Off |
Bill Pay
Notifications related to new bills, pending approvals, and reminders.
| Notification Topic | Description | Setting |
|---|---|---|
| Bill Approval Requested | Controls whether approvers receive notifications when a bill requires their approval. | Required / Optional / Off |
| Bill Approval and Declines | Controls whether bill submitters receive status updates on bills they uploaded (approved or declined). | Required / Optional / Off |
| Daily Pending Bill Summary | Controls whether admins receive daily digests of bills currently awaiting approval or action in the workflow. | Required / Optional / Off |
Payments
Notifications related to payment authorization requests and approvals.
| Notification Topic | Description | Setting |
|---|---|---|
| Failed Payment Alerts | Controls whether admins receive critical alerts when a scheduled payment bounces or fails. | Required / Optional / Off |
| Payment Authorizations | Controls whether admins receive alerts when funds must be released or authorized for payment. | Required / Optional / Off |
| Authorization Overdue | Controls whether admins receive notifications for overdue payments awaiting their approval. | Required / Optional / Off |
| Funds Release Policy Updated | Controls whether admins receive notifications when the funds release policy is updated. | Required / Optional / Off |
| Vendor Change Visibility | Controls whether admins receive alerts when changes to vendor bank details impact payments. | Required / Optional / Off |
Accounts
Notifications related to account funding and bank connection requests.
| Notification Topic | Description | Setting |
|---|---|---|
| Account Topups | Controls whether admins receive notifications when account top-ups are initiated, successful, failed, or cancelled. | Required / Optional / Off |
| Inbound Account Transfer | Controls whether admins receive notifications when Interac or inbound payments are received. | Required / Optional / Off |
| Bank Account Connection Requests | Controls whether admins receive notifications for new bank account connection requests. | Required / Optional / Off |
Card Management
Notifications related to card lifecycle events, shipping, and PIN setup.
| Notification Topic | Description | Setting |
|---|---|---|
| Card & Limit Requests | Controls whether cardholders receive updates on their card issuance and limit increase requests. | Required / Optional / Off |
| Card Management Alerts | Controls whether cardholders receive critical alerts when their cards are locked, unlocked, paused, unpaused, or when spending power changes. | Required / Optional / Off |
| Physical Cards: Card Shipped/Tracking Info | Controls whether cardholders receive shipping and tracking updates for their physical Float cards. | Required / Optional / Off |
| Physical Cards: Set PIN | Controls whether cardholders receive notifications to set up a PIN for physical card activation. | Required / Optional / Off |
Cashback and Rewards
Notifications related to earned rewards and cashback activity.
| Notification Topic | Description | Setting |
|---|---|---|
| Cashback and Rewards | Controls whether admins receive monthly notifications about earned rewards, accrued cashback, and redemption status. | Required / Optional / Off |
Daily Digest
| Notification Topic | Description | Setting |
|---|---|---|
| Daily Digest | Controls whether users receive a daily consolidated email summarizing their pending action items. | Required / Optional / Off |
Delegate Access
| Notification Topic | Description | Setting |
|---|---|---|
| Delegate Access Assigned | Controls whether users receive notifications when a delegate is assigned to support them, or when they are assigned as a delegate. | Required / Optional / Off |
HRIS User Management
Notifications related to HRIS user management and synchronization.
| Notification Topic | Description | Setting |
|---|---|---|
| Invalid Manager Alert | Controls whether admins receive notifications when a manager is detected as invalid in the HRIS integration. | Required / Optional / Off |
| Card Locked: Terminated Employee | Controls whether admins receive notifications when cards are automatically locked for terminated employees detected through the HRIS integration. | Required / Optional / Off |
| Terminated Employee | Controls whether admins receive notifications when an employee termination is detected through the HRIS integration. | Required / Optional / Off |
For a detailed guide on configuring these settings, see: How to Manage Business Notifications for the Entire Business