How to Schedule and Unschedule Payments

Paying reimbursements in Float is a simple process, whether you're scheduling payments or unscheduling them to make changes, Float’s features make the process easy. Here’s a quick guide to help you manage your reimbursement payments.

Note: Reimbursements are only ready to have payments scheduled once they have gone through the approval process and have been reviewed.

Steps to Schedule a Reimbursement Payment

1. Navigate to the Reimbursements Page:
   • Open your Float account and go to the Reimbursements tab.
2. Access the Unpaid Tab:
   • Navigate to the Unpaid tab. Here, you can view reimbursement reports that have been approved and reviewed and are now ready to be scheduled for payment.
3. Select Your Payment Date:
   • Checking the box: Check the box for one or more reimbursement reports that are ready to be paid, then click the “Schedule a Payment” button.
     Note: See How Do Batch Payments Work?
   • Overflow Menu: Use the three dots on the right-hand side to “Schedule a payment”.
   • Within the Report: You can also Schedule a payment directly from within the report using the “Export as Unpaid” button.
     

What Happens Next?

• Moving to the “Payments” Tab: Once scheduled, the report will move from the Unpaid tab and move directly to the Payments tab. In this tab, you’ll see all your scheduled payments.
• The Report has been Paid: Once paid, the report's status will be updated to reflect that the payment has been completed. This is viewable in the All Reports tab for historical viewing.

Note: If a payment has failed to be scheduled due to an error; please reach out to the Float Financial support team help@floatfinancial.com

Steps to Unschedule a Reimbursement Payment

1. From the “Payments” Tab:
   • Locate the reimbursement report that has been scheduled for payment that needs to be unscheduled.
2. Unschedule the Payment:
   • Select the reimbursement report you want to change by clicking on the reimbursement report itself, overflow menu or checking the box(s) and then click "Unschedule" button.
3. Rescheduling the Payment from the Unpaid Tab:
   
   • After unscheduling, the report will move back to the Unpaid tab. You can then select the report in the Unpaid tab and schedule a new Payment Date.