The Journey of a Bill, from Draft to Paid

A bill goes through several stages, from being uploaded to Float to being paid and synced to your accounting system! The different stages a bill goes through in Float are as follows:

Drafts

• "Drafts" is the intake section of Float Bill Pay
• All bills uploaded and forwarded to Float can be found here
• Any changes to a bill can be made here including: approval policy, funding source, GL Codes and any other details about the bill
• Bills are submitted for approval from the draft stage

Approvals

• "Approvals" displays bills which have been submitted for approval and have not yet been approved
• From this view, the assigned approver can take action to either approve or decline the payment
• Once the bill is approved, the bill moves to the "Unpaid" section. 

Unpaid

• From "Unpaid", approved bills can be scheduled for payment
• Administrators can select a payment date for one or multiple bills
• Once a payment date is assigned to a bill, the bill moves to the "Payments" section

Payments

• The "Payments" view displays bills that are paid or scheduled to be paid 
• Bills are automatically grouped by payment date (Bills are paid separately, despite this grouping)

All Bills

• All Bills, regardless of submission or payment status
• Use this section to filter/search for specific bills and download CSV files 
• Sort bills by Date
• Bills which have been "Marked as Paid" will also be seen in this section.