Requesting Reimbursements (Spender POV)

Reimbursement requests allow spenders to notify their approver of an out-of-pocket expense, to then get compensated for it. Reimbursement requests are routed for approval through the preset approval policy created by an administrator on the account. Pending and completed requests can be viewed by spenders on the requests page!

Related: Reimbursements Overview

Take a tour of the reimbursements feature as a spender using this link!
https://float.navattic.com/spender-reimbursements

⚠️ Note: Reimbursements have to be enabled for the business by an administrator before a user can submit a reimbursement request. Please reach out to an administrator on your account if you do not see the reimbursement option in your Foat account.

Submitting a Reimbursement Request 💰

To get started, log into app.floatcard.com and click the “Requests” button on the top left corner of your Float account. This will open a pop-up form that asks you for details of your out-of-pocket expense.

Spenders are prompted to populate the following information:

• Receipt
• Team
• Approval Policy
• Description/Notes
• Merchant name
• Expense date
• Currency and amount
  • Reimbursement currency and amount - Only applicable if the expense currency is not CAD
• Accounting codes based on submission policy
• Tax amounts

Once the form has been populated, the request is routed to the appropriate approvers and notifies them via email or slack (if connected).

Note: Transactions made in a currency other than CAD required will default to CAD as the reimbursement currency. We do not support USD reimbursements at this time.
Please enter the CAD amount for the transaction made in a different currency, as seen on your credit card or bank statement under the "Reimbursement currency and amount" fields.

Approvers can then review expense information and approve or deny the request. If approved, admins can review this further and export the transaction to compensate the spender externally.
If denied, spenders will be notified of this decision and they can submit another request with updated information.