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