Reimbursements

Getting Started with Reimbursements

• Reimbursements Overview and FAQ
• Reimbursement Report Workflow
• Enabling Reimbursements
• USD Reimbursements: Requirements and FAQs

Getting Started with Reimbursements Videos

• Review and Approve Reimbursement Reports
• Submit a Reimbursement Request
• Invite Your Team to Float
• Setting up Submission and Approval Policies
• Setup Reimbursements in Float

Setting-Up and Configuring Reimbursements

• Setting Up Reimbursements
• Reimbursement Policies Overview
• Configuring Reimbursements Submission Policies & FAQ
• Configuring Reimbursement Approval Policies
• Configuring Mileage Rates for Reimbursements
• Configuring Direct Payouts for Reimbursements

See all 7 articles

Working with Reimbursements

• Handling refunds after a reimbursement is paid out
• Requesting a Personal Reimbursement
• International Expenses
• Apply Multi-Part Tax Codes to Reimbursements
• Requesting a Mileage Reimbursement
• Approving & Declining Reimbursements Reports (Administrators & Managers)

See all 9 articles

Exporting Reimbursements

• Reimbursements Export Overview & FAQ
• Mapping Spenders to Vendors
• Reimbursements & QBO
• Reimbursements & Xero
• Reimbursements & NetSuite
• Exporting Reimbursements as CSV

Issuing Reimbursement Payouts

• Managing Reimbursement Payments & FAQ
• Reimbursements Funding Source
• Authorizing Funds Release for Reimbursement Payments
• Handling Unsuccessful Reimbursement Payments

Reimbursements Accounts Payable (AP) Payments

• Accounts Payable (AP) Payment Statuses and What They Mean
• Multi-Level Funds Release Policy Overview & Configuration Guide (New Businesses)
• Accounts Payable Payments Page Overview (New Businesses)