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.