Getting Started with Bill Pay
Configuration
- Configuring and Choosing Bill Pay Funding Sources
- Configuring the AP Clerk Role for Bill Pay
- Setting Up AP and Clearing Accounts for Bill Pay
- Configuring and Editing Bill Pay Approval Policies
- Configuring Bill Pay Approval Notifications
- Configuring QuickBooks Online (QBO) for Bill Pay
Bill Pay Workflow
- Uploading, Email Forwarding, and Importing Bills to Float
- Understanding the Bill Approval Process in Float
- Submitting a Bill for Approval
- Approve or Decline A Bill Payment Request
- Activity Logs for Bill Pay
- Categorizing Bills with GL Codes
Payment Scheduling and Vendor Management
- Bill Pay Scheduling and Processing Overview
- How to Schedule, Reschedule & Unschedule Bill Payments
- Funds Release Approval for Bill Payments
- Bill Payment Processing Times and Cutoffs
- Managing Recipients and their Payment Details for Bill Pay + FAQs
- Paying a Bill with a Float Card
Bill Pay Payments
- Payments Page Overview
- Multi-Level Funds Release Policy Overview & Configuration Guide
- How to Give Funds Release Approval
- How to Unschedule and Reschedule Payments
- Payment Statuses and What They Mean
- Handling and Retrying Failed Payments