Approving and managing Reimbursements (Managers and Admins)

Reimbursements allow spenders to claim out-of-pocket expenses directly within Float! These requests are routed through the approval policy created specifically for Reimbursement requests.
Want to learn how to Request Reimbursements as a Spender? Please visit our guide on requesting reimbursements here.

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

Related: Reimbursements Overview

⚠️ 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.

Reviewing a Reimbursement Request 🧾

Reimbursement requests can be found under the requests tab of your Float account. They can be distinguished from spend requests by the request type column.

Approvers can review the information submitted in the request and make changes to any accounting fields marked required per the submission policy.
Once reviewed the request can be approved or denied, and the spender will be notified accordingly.

Approved reimbursements can be exported to CSV or to your accounting software by an admin on the account. Find out more about exporting Reimbursements here: Exporting Reimbursements for Accounting.