Scheduling and Unscheduling Reimbursement Payments

After a reimbursement report has been approved and reviewed, it’s ready to be scheduled for payment.

Scheduling Reimbursement Payments

After a reimbursement report has been approved and reviewed, it’s ready to be scheduled for payment.

1. Navigate to Reimbursements > Unpaid to view reports that are ready for payment
2. Select Payment Date:
   • Open the overflow menu (three dots) on the right-hand side of a single reimbursement and click "Schedule a payment".
   • Click on a report to open it, then click the "Schedule a payment" button.
   • Use the checkboxes to select one or more reimbursement reports, then click the "Schedule a Payment” button.
3. The report will move to the Payments tab. After the payment is completed, its status will update to "Paid" and it will be viewable from the All Reports tab

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

Unscheduling a Reimbursement Payment

A reimbursement which has been scheduled for payment can be unscheduled via these steps:

1. Navigate to Reimbursements > Payments 
2. Unschedule the payment one of three ways:
   • Open the overflow menu (three dots) on the right-hand side of a single reimbursement and click "Unschedule".
   • Click on a report to open it, then click the "Unschedule" button.
   • Use the checkboxes to select one or more reimbursement reports, then click the "Unschedule” button.
3. The report will move to the Unpaid tab and can be re-scheduled.