To use Float's Bill Pay product with your Float NetSuite integration, you’ll need to install or update the Float Integration NetSuite bundle.
Once the bundle is installed, you’ll be able to sync bills to your NetSuite instance. Please review the steps below to learn how to achieve this.
How to install your NetSuite bundle
- Log in to app.floatfinancial.com
- Navigate to Settings in the left navigation panel > Accounting Sync
- You will see an in-app message stating "Your Netsuite integration now supports bill pay - update or install the Float Integration SuiteBundle to get int"
- Click Update now > this auto-directs you to your NetSuite account
- You may need to sign in to your NetSuite account first before you can proceed to the next step below
- Click Install in NetSuite
- Wait for the bundle status to show green
- Once the bundle status shows green, go back to your Float account > Settings > Accounting Sync
- Click the Sync button to perform a manual sync
- Installation is complete
Some important considerations:
During installation, you may see the Installed from field display "Sandbox" or "Production".
This field does not affect your setup, so no action is required based on what appears on your screen.
If you run into any issues during the installation process, please contact support@floatfinancial.com, and we'll be happy to help!