Skip to main content
Float Help Centre Help Center home page
  • Submit a request
  • Sign in
  • Sign in
  • Submit a request
  1. Float Help Centre
  2. Approval, Review, Submission and Reimbursement Policies

Approval, Review, Submission and Reimbursement Policies

Automate compliance and streamline reviews with flexible policy controls.

Approval Policies

  • Approval Policies Overview
  • Approving and Managing Spend Requests (Managers and Admins)

Transaction Reviews

  • Can managers add information a spender's transaction as part of the Review process?
  • I’ve added/edited Review Policies. Will those changes take effect immediately?
  • If a transaction was pending before Transactions Reviews was set up for my account, but has since settled after Transactions Reviews was set up, will that transaction require review?
  • What types of transactions are included in Transaction Reviews?
  • What happens when I mark a transaction Not Permitted?
  • What happens when I mark a transaction as Permitted?
See all 14 articles

Submission Policies

  • Submission Policy Overview
  • Creating and Editing Submission Policies
  • Submission Policy FAQs
  • Submission Policy Field Restrictions
Float Help Centre
Français