Submitting a Bill for Approval

Only users with the AP Clerk or Administrator role can submit a bill request. Spenders, Managers, Bookkeepers are not able to submit or view the 'Bill Pay' section unless they are asked to approve a bill. Spenders, Managers, Bookkeepers cannot submit a bill payment request. 

To submit a bill for approval: 

1. Log in to your Float account and navigating to 'Bill Pay' on the left sidebar 
2. Follow the steps to upload a bill (See: Uploading Bills to the Float Web Application)
3. Choose the appropriate approval policy if more than one is available (see: Configuring Bill Pay Approval Policies) 
4. Click the "Get Approval" button to submit the bill for approval 

Similar Bill Warning

If a bill has already been uploaded to Float, our Smart OCR will detect this and showcase the duplicate bill for your review. Duplicate bills are identified by the invoice number field.