Float simplifies your reimbursement payment workflow by consolidating all payments scheduled for the same date into a single batch, resulting in a single withdrawal transaction from your Float balance. This process not only streamlines your payment management but also helps maintain clear financial records.
How Do I Pay Multiple Reimbursements at Once?
Paying multiple reimbursements at once with Float is simple and efficient. Follow these steps to batch-pay your reimbursements:
- Navigate to Reimbursements > Unpaid to view reports that are ready for payment
- Use the checkboxes to select one or more reimbursement reports.
- Click the "Schedule a Payment” button in the pop-up along the bottom of the screen.
Where Can I View My Batch Payments?
Track all of your reimbursement payments at Reimbursements > Payments. This tab provides a comprehensive overview of your Reimbursements, organized by payment date (batch payments). In the Payments tab, you can view:
- Report Status: Check whether each reimbursement has been paid or is still pending.
- Sync Status: Verify if the payment has been successfully synced with your accounting software.
- Vendor Details: See the employee name associated with each payment.
- Expense Information: View expense details, including amounts and dates, for easy viewing by opening the report itself.