Float Bill Pay supports four roles that can interact with vendor bills and payments: Administrators, Bookkeepers, AP Clerks, and Managers. Each role has specific permissions designed to maintain control while supporting collaboration across your finance team.
What each User role can do:
| Action | Administrator | Bookkeeper | AP Clerk | Manager |
|---|---|---|---|---|
| Upload bills to Float | ✅ | ✅ | ✅ | ❌ |
| Edit bill details (vendor, GL codes, etc.) | ✅ | ✅ | ✅ | ❌ |
| Submit bills for approval | ✅ | ✅ | ✅ | ❌ |
| Approve bills | ✅ | ❌ | ❌ | ✅ |
| Schedule payment dates | ✅ | ✅ | ✅ | ❌ |
| Authorize and release funds | ✅ | ❌ | ❌ | ❌ |
| Manage vendors | ✅ | ✅ | ✅ | ❌ |
| Choose Bill Pay funding sources | ✅ | ✅ | ❌ | ❌ |
| Set up approval policies | ✅ | ❌ | ❌ | ❌ |
| Set AP and Clearing accounts | ✅ | ✅ | ❌ | ❌ |
| Export bills to accounting software | ✅ | ❌ | ❌ | ❌ |
For a more detailed breakdown of each User's role-based permissions, see: User Roles.
The AP Clerk Role
The AP Clerk role is specifically designated for users responsible for managing and processing bills. This role allows the user to:
- Upload and manage bills
- Submit bills for approval
- Track bill statuses
- Handle payment scheduling and processing
- View all payment-related data without the ability to approve payments, which ensures that only authorized personnel can release funds
- Permissions for Float Cards are equivalent to those of a Spender.
For more details, see: Configuring the AP Clerk Role for Bill Pay.