If a Reimbursement has been paid outside of Float, you will be able to mark the report as Paid. Please review the steps below to learn how to mark a Reimbursement report as paid.
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 and select the report you want to mark as paid
- 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 > click drop-down arrow in the button in the top-right corner > click "Mark as Paid"
- Use the checkboxes to select one or more reimbursement reports, then click the "Mark as Paid” button that pops up at the bottom of the screen
- The report’s status will update to "Marked as Paid" and the report will move to the "All Reports" tab
Important Note on Marking Reports as Paid with an Accounting Integration:
- When a report is marked as paid, it is not automatically updated in your connected accounting system (i.e., QBO, Xero, NetSuite). You will need to manually mark the bill as paid in your accounting system after it is marked as Paid within Float
Marking a Report as Unpaid
If you need to revert a report to unpaid status, you can do so by following the steps below:
- Go to Reimbursements > All Reports and select the report you want to move back to Unpaid
- 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 in the top-right corner
- Use the checkboxes to select one or more reimbursement reports, then click the "Move to Unpaid” button that pops up at the bottom of the screen