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Uploading, Email Forwarding, and Importing Bills to Float

  • Updated

This guide walks you through each method to add bills to Float and what happens after the bill is uploaded. 

 

Guide Overview

Uploading Bills from the Web App

Uploading Bills with Email Forwarding

Automatic Email Forwarding from Gmail

Add your Forwarding Email to a Google or Microsoft Group

Importing Unpaid Bills from QBO/Xero

 

Uploading Bills from the Web App

You can upload bills manually from login.floatcard.com:

  • Navigate to the Bill Pay page > Go to the "Drafts" section 
  • Select the "New Bills" button > Drag-and-drop the bill file or upload it from your device

Each file creates a separate bill in Float. After upload, Float uses smart OCR to auto-fill the bill's details. Review and categorize the details before submitting for approval.

Supported file types include:

  • PDF
  • PNG
  • JPG

 

Uploading Bills with Email Forwarding  

Each Float account has a unique bill forwarding email address, shown at the bottom of the Bill Pay page.

  • Forward the bill to your forwarding email address
  • Each attached file will be processed as a separate draft bill
  • All forwarded bills appear in the "Drafts" section of the Bill Pay page

Automatic Email Forwarding from Gmail

You can configure Gmail to automatically send bills to Float Bill Pay. Each Float user can only forward messages for a single Gmail address, which cannot be a group or an alias.

Configure Auto-Forwarding from your Gmail:

  1. In a web browser (non-mobile), open Gmail and log in to the account you want to forward emails from 
  2. In the top right, click Settings Settings and then See all settings
  3. Click the Forwarding and POP/IMAP tab
  4. In the "Forwarding" section, click Add a forwarding address
  5. Enter your personalized Float bill forwarding email address, found at the bottom of the Bill Pay page in Float
  6. Click Next > Proceed > OK
  7. Go back to the Settings page in your Gmail account and refresh your browser
  8. Click the Forwarding and POP/IMAP tab
  9. In the "Forwarding" section, select "Forward a copy of incoming mail to"
  10. Choose what you want to happen with the Gmail copy of your emails (we recommend keeping Gmail's copy in the Inbox)
  11. At the bottom of the page, click "Save Changes"

Gmail will then start automatically forwarding your bills based on your present filters to your Float bill pay "Draft" section.

 

Add your Forwarding Email to a Google or Microsoft Group

If you want to receive bills at your main inbox while also uploading them to Float, you can add your own email address and your Float Bill Pay forwarding address to a Google or Microsoft Group. You can then provide the group's email address to vendors as the AP email address to receive invoices. 

See Google and Microsoft's instructions for configuring groups: 

Google Groups - Create a group & choose group settings

Microsoft - Create a group in the Microsoft 365 admin center

Note that your IT team may need to perform this configuration and/or approve adding an external email. 

 

Importing Unpaid Bills from QBO/Xero

You can sync unpaid bills directly from QuickBooks Online (QBO) or Xero.

Importing Bills Automatically from QBO or Xero:

  • Only available if you've connected your QBO or Xero accounting system to Float
  • Once connected, you can enable the feature in Bill Pay > Settings > Toggle on "Import Unpaid Bills from QBO/Xero"
  • Unpaid bills will sync automatically once each day. You can find them in the "Unpaid" tab on the Bill Pay page

Importing Bills On-Demand from QBO or Xero:

  • If you've created or made changes to a bill in your connected accounting system and you want to pay it immediately from Float, you can initiate an Import on-demand
  • Navigate to the Bill Pay page > In the "Open Bills" summary tile, click "Import Unpaid Bills"
  • After importing, you can review the bills in the Unpaid tab from the Bill Pay page, verify vendor payment details if needed, and schedule payments by setting a payment date

Imported bills can't be edited in Float. Edits must be made in your accounting system, then synced into Float. For more details, see: Importing Unpaid Bills from your Connected Accounting Software.

 

 

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