Only users with the AP Clerk, Bookkeeper or Administrator role can submit a bill payment request. Spenders do not have access to the Bill Pay page and can not submit Bills for approval. Managers can only approve or deny a bill payment request if they are the approver. For more details, see: Bill Pay User Roles.
How to Submit a Bill for Approval:
- Log in to your Float account and navigate to the Bill Pay page
- Follow the steps to upload a bill (See: Uploading, Email Forwarding, and Importing Bills to Float)
- Choose the appropriate approval policy, if more than one is available (see: Configuring Bill Pay Approval Policies)
- Click the "Get Approval" button to submit the bill for approval
Why can't I submit a bill for approval?
If you're not able to submit a draft bill for approval and the "Get Approval" button is greyed out, hover over it with your mouse, and it will tell you why you aren't able to submit the bill for approval.
The most common reasons for this:
Duplicate Bill Warning
If a bill with the same invoice number already exists, Float's Smart OCR will flag it for review. You can compare the new and existing bills before submitting for approval.
Incomplete Setup
If your business hasn't finished configuring Float Bill Pay, you'll be able to create bills, but you won't be able to submit them by clicking "Get Approval" (this button will be greyed out). From the Bill Pay page, navigate to Settings and complete your configuration.
See the Configuration section of the Float Help Centre for more details.