Transaction Reviews (Enterprise)
Instructions on how to control how managers review transactions and flag out-of-policy expenses.
- 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?
- How does this feature impact exporting transactions from my Float account to my accounting software?
- What happens when I mark a transaction Not Permitted?
- What happens when I mark a transaction as Permitted?
- Who can see the Needs Review tab?
- How often do reviewers receive notifications that they need to review transactions?
- I am being notified that a transaction requires my action in the Needs Review tab. Why am I getting this notification?
- What is the Default Review Policy?
- What can Spenders see?
- How do the steps within Review Policies work?
- How does the feature work?
- How do I enable this feature for my account?