Float's mobile app brings the stellar spend management experience you're so familiar with to your pockets and hands, anywhere you go! With our mobile app, Float users can now upload receipts, code transactions, request spend and much more on the go.
How can I download the Float App?
You can download the App using one of the following links, depending on your phone’s operating system:
- iOS: https://apps.apple.com/ca/app/float-business-spending/id6466182923
- Android: https://play.google.com/store/apps/details?id=com.floatcard.mobileapp
Is the app available in French?
Yes, simply switch your device’s language to French (Canada) to view the app in French.
How do I log in to the App?
To log in to the Float mobile app, simply use the same credentials you use to log in to the web version of the app (app.floatcard.com). This is most commonly your company email address.
You will be redirected through the usual SAML SSO, MFA or the default login process based on your account and business account settings.
How do I log out of the App?
Navigate to Settings, scroll to the bottom of the page, and hit “Logout”.
Can I use Biometrics (FaceID/ Fingerprint) to access the App?
Yes! You can use biometrics to log in after providing consent, either during the initial upfront login process or by going to Settings and toggling Face ID on.
Note: that you will still be prompted to re-authenticate using your email/password credentials now and then.
💡 Float does not store your biometric data.
Can I access all of my accounts in the App?
Yes, you can! If you have all of your users associated with the same identity email, you can simply toggle between your accounts by selecting the account switcher in the top right-hand corner of the home screen.
If not, you can log into your separate Float user accounts via the mobile app.
Can I update my account information on the App?
No, you cannot update any of your user information in the app.
To change your phone number, log into app.floatcard.com on any browser and navigate to Settings > Profile.
For all other changes, please contact our Support team via live chat or at email@example.com.
How can I enable Push Notifications?
Navigate to the Settings screen, select Notifications and turn the toggle on.
This will enable all notifications as set by the administrator at your organization. If you are an admin, you can toggle notification preferences to match your business needs under Settings > Busines Notifications.
Why are my Push Notifications not showing up in French?
Our push notifications provider sets the user language based on the most recently logged-in device language. If you log in on an English device, all of your devices will get English pushes. If you log in on your French device, all of your devices get French pushes. To update the language of your push notifications, simply change the language of your phone, logout of the app and log back into your account.
Can I access Support through the App?
Absolutely! Navigate to Settings > Support in the app, and choose which support channel you want to access, including Chat, Phone, and Email.
What does it mean when a transaction is marked as non-compliant?
A non-compliant transaction is a transaction that does not meet the requirements of the Submission policy associated with your card. A submission policy is a set of rules that your Float Admin creates that dictate what additional information is needed to ensure company expenses can be reconciled at month end.
For example, if the submission policy associated with your card requires you to upload a receipt with every transaction, your transaction will be marked as non-compliant in the mobile app until you have uploaded the relevant receipt.
How can I update the information on a transaction?
To update information on a transaction, simply select the transaction and click on the input you’d like to input (e.g. Description, GL Code, Tag, Receipt, or Tax). You can also add Supporting Documents if you wish to add more information to your transaction!
How can I add a receipt?
Adding a receipt through the mobile app is simple. You have two options as a user:
- You can add a receipt by selecting the “+” button on the bottom navigation bar and clicking “Snap a receipt”. Through this flow, you will be able to take a picture of your receipt and attach it to any transaction.
- You can also add a receipt by going directly to the transaction and selecting “Add Receipt”. You can either take a picture of the receipt or upload an existing photo/file from your phone.
💡 Note: When you select the push notification you receive when a transaction is completed, you will be redirected to the specific transaction to seamlessly add a receipt / other information.
How can I unmatch a receipt?
To unmatch a receipt, select the transaction and swipe left on the three vertical dots next to the receipt ID.
How can I see my card’s spending power and available limits?
To see a card’s spending power and available limits, go to the Cards tab, and select the card you want more information on. At the top of the page, you will see the card’s Available spending power.
To see the card’s limits, scroll down to the card graphic and click on the collapsible drawer below the card.
Can I access both virtual and physical cards on the mobile app?
Yes! You can see both active virtual and physical cards on the mobile app. For simplicity, virtual cards are white/gray and physical cards are black.
How can I request a new limit, a new virtual card, or a reimbursement?
To request a new limit, virtual card, or reimbursement, select the “+” button on the navigation bar and press on the type of request you’d like to submit. Complete the form that pops up and hit submit to send your request for approval!
How can I approve/deny a spend request (managers & admins)?
If you are an approver (users with manager and administrator permissions only) you can see all pending requests by clicking the "Requests" icon on the bottom left corner of the app.
You can then select each request to review and action.
Can I add my Float card to a mobile wallet from the Float app?
No, currently, you cannot push your card to your mobile wallet from the app.
However, by opening the “Card Info” tab on a specific card’s overview page, you will be able to see and copy the card information to make manually setting your card up in your mobile wallet quick and simple.
Can users set up their Float accounts and complete KYC in-app?
Spenders cannot currently complete KYC in-app - this has to be done via the web application.
Can I start a new business application in-app?
No, you cannot start a new business application in-app.
Does Float track my location?
No, Float does not actively track your location using the application.
Why do I need to login in again to see my Card Info and PIN?
As a SAML user, you are required to re-authenticate to view sensitive information in the application. If your organization does not have SAML SSO enabled, you can see card information without needing to login again.
How can I submit feedback to the Float team?
To submit feedback on the app, simply navigate to Settings > Support when logged into the app and start a chat with one of our fantastic support staff.
If you have any further questions, please write to us at firstname.lastname@example.org!