Categorizing Bills with GL Codes

Float Bill Pay makes it easy to keep your expenses organized by categorizing bills with General Ledger codes. You can also apply GL codes to individual line items for detailed tracking. Here’s how to do it:

Steps to Categorize Bills

1. Log in to Float > Bill Pay
2. Open the Drafts Tab to find bills that need categorization:

3. Click on a bill to view its details
4. Assign GL Codes:
   • For a single expense, choose the correct GL code from the dropdown menu
   • If the bill has multiple items, assign a GL code to each one for precise tracking
5. Save Your Changes by clicking "Confirm" to apply the GL codes and update the bill

Showing or Hiding Extracted Line Items

When Float extracts multiple line items from an invoice, you can fold them into a single bill-level row if you'd rather not code each one separately:

1. Navigate to the bill details where the line items are listed
2. Toggle the line-item view off in Step 3 (Categorization) of the bill creation flow to fold the extracted line items into a single bill-level row
3. Toggle it back on at any time to restore the original extracted line items exactly as they were — this is fully reversible, with nothing lost