Getting Started with Bill Pay
Getting Started with Bill Pay Videos
Configuration
- Configuring and Choosing Bill Pay Funding Sources
- Configuring the AP Clerk Role for Bill Pay
- Configuring and Editing Bill Pay Approval Policies
- Configuring Bill Pay Approval Notifications
- Configuring QuickBooks Online (QBO) for Bill Pay
- Configuring Xero 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
- Categorizing Bills with GL Codes
- Apply Multi-Part Tax Codes to Bill Pay
Payment Scheduling and Vendor Management
- Bill Pay Scheduling and Processing Overview
- How to Schedule, Reschedule & Unschedule Bill Payments
- Managing Vendors and their Payment Details for Bill Pay
- Authorizing Funds Release for Bill Payments
- Bill Payment Processing Times and Cutoffs
- Marking Bills as Paid or Unpaid