This walkthrough covers how to amortize a transaction in Float once it's already flagged for review — across Transaction Export, Bill Pay, and Reimbursements. Amortization is only available if your business has a connected NetSuite integration.
For a high-level overview of what amortization is, see: Amortization Overview & FAQs.
Guide Overview
Amortizing a card transaction
- Go to Accounting > Transaction Export > Needs Review.
- Select the transaction you want to amortize (this opens the Edit Transaction Details panel on the right)
- Scroll to the Amortize toggle and switch it On.
- Select a Template from the list synced from your NetSuite account.
- If no templates appear, go to Settings > Accounting Sync and click Sync to pull in the latest templates from NetSuite.
- Set your Start Date and End Date for the amortization schedule.
- Choose whether to Apply to all relevant line items.
Amortizing a bill
- Go to Bill Pay > Drafts.
- Select the bill you want to amortize (this opens the Bill Details panel on the right)
- Scroll to the Amortize toggle under the line item and switch it On.
- Select a Template from the list synced from your NetSuite account.
- If no templates appear, go to Settings > Accounting Sync and click Sync to pull in the latest templates from NetSuite.
- Set your Start Date and End Date for the amortization schedule.
- Choose whether to Apply to all relevant line items.
Amortizing a reimbursement
- Go to Reimbursements > Ready to Review.
- Select the expense report you want to amortize.
- Scroll to the Amortize toggle under the expense amount and switch it On.
- Select a Template from the list synced from your NetSuite account.
- If no templates appear, go to Settings > Accounting Sync and click Sync to pull in the latest templates from NetSuite.
- Set your Start Date and End Date for the amortization schedule.
- Choose whether to Apply to all relevant line items.
What happens next
Once a transaction/bill/reimbursement has a complete amortization schedule, Float syncs the template reference, start date, and end date to NetSuite when the transaction exports. You can edit or remove the schedule any time before that export happens.
If a schedule is started but left incomplete, Float blocks the transaction from syncing and shows a clear error so you know exactly what to finish.