Marking Reports as Paid/Unpaid for Reimbursements

In Float, Reimbursement reports can be marked as "Paid" without actually initiating the payment through Float. This feature is useful when the reimbursement has been approved within Float but paid through another method.

Marking a Report as Paid

To mark a reimbursement report as paid after its been approved and reviewed, follow these steps:

1. Navigate to the Unpaid section and locate the reimbursement.
2. Mark as Paid in one of the following methods:
   • Checking the box: Check the box for one or more reimbursement reports, then click the “Mark as Paid” button.
     Note: See How Do Batch Payments Work?
   • Overflow Menu: Use the three dots on the right-hand side to “Mark as Paid”.
   • Within the Report: You can also Schedule a payment directly from within the report using the “Mark as Paid” button.
3. Report Status Update:
   • The report's status will change to "Marked as Paid.”
     
     Note: You can also mark a scheduled payment as Paid with the same steps under the Payments tab.

Marking a Report as Unpaid

If you need to revert a report to unpaid status, you can do so easily:

1. Navigate to All Reports:
   • Go to the All Reports tab and select the report you wish to mark as unpaid by checking the box next to it.
2. Mark as Unpaid in one of the following methods:
   • Checking the box: Check the box for one or more reimbursement reports, then click the “Move to Unpaid” button.
     Note: See How Do Batch Payments Work?
   • Overflow Menu: Use the three dots on the right-hand side to “Move to Unpaid”.
   • Within the Report: You can also action this from within the report using the “Move to Unpaid” button.