Reimbursements can be marked as "Paid" if the payment wasn’t processed through Float, allowing you to issue payments externally if necessary.
Marking a Reimbursement as Paid
To mark a reimbursement report as paid after it has been approved and reviewed, follow these steps:
- Navigate to the Reimbursements > Unpaid (or "Payments" for reimbursements with already-scheduled payments) and locate the previously created report.
- Choose one of the following methods to mark it as paid:
- Open the overflow menu (three dots) on the right-hand side of a single reimbursement and click "Mark as Paid".
- Click on a report to open it, then click the "Mark as Paid" button.
- Use the checkboxes to select one or more reimbursement reports, then click the "Mark as Paid” button.
- The report’s status will update to "Marked as Paid" and the report will move to the "All Reports" tab.
Marking a Report as Unpaid
If you need to revert a report to unpaid status, you can do so easily:
- Go to Reimbursements > All Reports and select the report.
- Choose one of the following methods to revert it to unpaid:
- Open the overflow menu (three dots) on the right-hand side of a single reimbursement and click "Move to Unpaid".
- Click on a report to open it, then click the "Move to Unpaid" button.
- Use the checkboxes to select one or more reimbursement reports, then click the "Move to Unpaid” button.