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  1. Float Help Centre
  2. Approval, Review, and Submission Policies

Approval, Review, and Submission Policies

Automate compliance and streamline reviews with flexible policy controls.

Getting Started with Float Policies

  • Understanding the Differences Between Approval, Submission and Transaction Review Policies

Approval Policies

  • Use Approval Groups in an Approval Policy
  • Approval Policies Overview
  • Approving and Managing Spend Requests (Managers and Admins)

Transaction Reviews

  • Transaction Reviews Overview
  • Configuring Transaction Review Policies
  • Marking a Transaction as Permitted or Not Permitted
  • Transaction Reviews FAQ

Submission Policies

  • Submission Policy Overview
  • Creating and Editing Submission Policies
  • Submission Policy FAQ
  • Submission Policy Field Restrictions
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