Float syncs approved and paid bills directly to Xero so you can maintain accurate, up-to-date records without manual entry.
Guide Overview
When are bills exported to Xero?
How to verify that a bill was exported?
What gets exported to Xero?
When a bill is exported from Float to Xero, the following fields are synced:
- Vendor name
- Invoice number
- Bill date and due date
- Line items (description, amount, tax)
- GL Code
- Tax Code (if applicable)
- Payment status and payment date
When are bills exported to Xero?
Float exports bills to Xero automatically once they are scheduled for payment and moved to the "Unpaid" section of the Bill Pay page.
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Bills in the "Draft" and "Approvals" sections will not sync
- If a bill is exported as a CSV, it will not sync with Xero
- When a bill payment has been completed, the bill status in Xero will be updated to paid
- If a bill is marked as paid, the bill status will not update in Xero. You would need to manually update this in Xero
How to verify that a bill was exported?
To confirm a bill was exported:
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Navigate to the Bill Pay page > Go to either "Payments" or "All Bills"
- Scroll to the desired bill > In the "Sync" column, the Xero logo will be blue after it has synced
- Hover your mouse over the Xero logo in the Sync column to see the sync confirmation message "Synced to Xero"
For assistance configuring Xero for Float Bill Pay, see: Configuring Xero for Bill Pay.
Or contact support@floatfinancial.com for help.