Uploading and Submitting Bills in Float

Float makes it easy to upload and submit bills, ensuring a smooth and efficient process. Here’s an overview of how to upload and submit bills in Float. Click the embedded links to view more details on each topic!

Uploading Bills

1. Within the Float Web App:

• Navigate to the 'Bill Pay' section.
• Drag and drop the bill file or upload it from your computer.

2. Email Forwarding:

• Each Float account has a unique email address for bill submissions, found at the bottom of the page in the Bill Pay section.
• Simply forward the bill to this email address, and Float will automatically process and upload it to the 'Drafts' section.

3. Auto-Forwarding:

• Configure your email to automatically forward bills to your Bill Pay specific Float email address. This ensures that all bills are captured and uploaded without manual intervention. See: Adding Bills through Email Forwarding

Submitting Bills

1. Review and Edit:

• AI-Powered OCR Technology: Float uses AI-Powered OCR to extract key details from uploaded bills. Review the extracted information for accuracy.
• Edit if Necessary: Make any necessary changes to the bill details.

2. Approval Workflow:

• Get Approval: Once reviewed, submit the bill for approval. The relevant approvers will be notified via email or Slack.
• Approval Sequence: Approvers can review and approve or deny the bill, ensuring proper oversight and compliance.

3. Schedule Payment:

• Select Payment Date: Choose a payment date for the approved bill. This can be done during the review process or once the bill is approved.
• Payment Confirmation: The bill will move to the 'Unpaid' section, awaiting the scheduled payment date.

Uploading and submitting bills in Float is streamlined and efficient, thanks to features like direct uploads, email forwarding, and approval workflows. These tools help ensure that your bills are accurately processed and paid on time, lowering the chances of error.