This video explains how bills move through Float from submission to approval. You’ll see the different ways to add bills and how Float helps streamline review and processing.
You can submit bills to Float by:
Uploading them directly
Forwarding them by email
Importing unpaid bills from QuickBooks or Xero
Float uses OCR to scan bills and automatically populate key details like vendors, line items, amounts, and tax information, while also flagging potential duplicates
Once a bill is ready for payment:
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Add the vendor's payment details
Float also remembers vendor-specific approval policies, GL codes, and tax codes to speed up recurring bill processing
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Submit the bill for approval
Approvers receive automated daily notifications, reducing the need for manual follow-ups
For more details, see:
Uploading, Email Forwarding, and Importing Bills to Float