Float Tools

Retrieve a list of all financial accounts within your Float system. Use this to get a comprehensive view of all accounts for financial planning and an...

Retrieve a list of all clients from your Float account. Use this when you need an overview of your client base for financial planning insights. Return...

List all departments within your organization as recorded in Float. Use this when you need to allocate budgets or financial forecasts at a departmenta...

Access a list of all holidays recognized within your financial system. Use this for accurate scheduling and workforce financial planning. Returns holi...

Gain access to logged time records for tasks in Float. Crucial for assessing resource allocation and billing. This returns time entries with details s...

List all project milestones stored in Float to monitor project progress. Suitable for tracking major deadlines and deliverables in financial planning....

Get a complete list of people involved in the financial operations within your company. Use this to assign financial responsibilities or access levels...

Fetch a list of phases associated with different projects in Float. Use this to gain visibility into project structuring and timelines. Returns phase ...

List all current projects that require financial tracking and management. Use this to allocate budgets and forecast cash flow for each project. Return...

Access a compilation of tasks linked to various projects within Float. Ideal for project managers needing real-time task tracking. Provides task detai...

Retrieve a list of public holidays affecting your financial operations schedule. Ideal for planning around non-working days. Returns dates and descrip...

List all defined roles within your Float setup. This is useful for managing role-specific financial permissions and responsibilities. Returns role nam...

Get a list of all status types used in your Float system to categorize financial activities. Use this for custom report generation or activity trackin...

Retrieve a comprehensive list of all tasks within your Float account. Use this to assess workload distribution across projects. Returns detailed task ...

Compile a list of all employee time off entries that impact payroll and financial planning. This is essential for workforce management and budget adju...

List all types of time off recognized in your organization. Useful for categorizing payroll adjustments and forecasting future cash flows. Returns tim...