Exporting Bills as a CSV File

Exporting your bills from Float to a .CSV file is quick and easy, allowing you to manage and analyze your financial data effectively and import data to an accounting system of your choice. 

Steps to Export Bills

1. Bills can be exported from any status by navigating to the corresponding tab on the Bill Pay page: Drafts, Approvals, Unpaid, or All Bills.
2. Apply Filters:
   • Use the filter options to narrow down your results. You can filter by Created By, Bill Currency, Vendor, or Bill Status.
3. Export to CSV:
   • Click on the CSV button to download the file.
4. Download and Edit:
   • After downloading, open the .CSV file on your device. If using Excel, we recommend first opening Excel and then using the Import function to load the CSV instead of double-clicking the CSV to open it.

By following these steps, you can easily export your bills and have detailed financial records at your fingertips.