Spender Categorization Mobile View

When a spender makes a purchase on their physical card, they will receive an SMS message from +1 (888) 503-5628, prompting the spender to categorize all of their transaction information without having to log in to Float.

Pro Tip: We encourage all spenders to add +1 (888) 503-5628 to their contacts, so our receipt number is never lost!

• If the spender does not have a phone number registered with Float and has not opted into slack messaging, we will send the spender an email message as an alternative.
  
  
• When a spender makes a purchase on their virtual card they will receive an email message prompting the spender to categorize all of their transaction information without having to log in to Float.
  
  
• If the cardholder does have a mobile number entered in the Profile settings of their float account, they will receive an SMS with a link to categorize all of their transaction information without having to log in to Float.
  
  
• If an administrator has connected Slack to the business account then spender can install the Float app in slack and get notified there with a link to categorize all of their transaction information without having to log in to Float.
  
  
• Spenders cannot submit their categorization forms if all the required fields are not filled out.
  
  

Once they submit their transaction, they will receive a confirmation message on the same page confirming the transaction has been successfully submitted!

Some Important Things to Note:

• The transaction link will expire after 30 days.
• If the transaction has been exported and successfully submitted, the link will expire and will no longer be available. 
• If a receipt has already been added to the transaction, the receipt will appear as uploaded to the spender. 
• If the spender is missing a receipt, there is the option to click lost / no receipt to allow the spender to submit their transaction.
     

          This page can be viewed on mobile and desktop web pages as well.