Bill Pay

Getting Started with Bill Pay

• What is Float Bill Pay?
• Setting Up Bill Pay
• Uploading and Submitting Bills in Float
• Approving, Paying and Exporting Bills
• The Journey of a Bill, from Draft to Paid

Configuration

• Bill Pay Funding Sources
• Setting A Default Funding Source for Bill Payments
• Configuring Bill Pay Approval Policies
• Bill Pay User Roles: Setting Up the AP Clerk Role

Bill Pay Workflow

• Uploading Bills to the Float Web Application
• Adding Bills through Email Forwarding
• AI-Powered OCR
• Categorizing Bills with GL Codes
• Submitting a Bill for Approval
• Understanding the Bill Approval Process in Float

See all 8 articles

Payments

• Bill Payment Fees
• Payments Overview
• Bill Pay - Payments FAQ
• How to Schedule & Unschedule Payments
• Authorizing Funds Release
• Payment Processing Timelines

See all 15 articles

Bill Pay Accounting Sync and Exports

• Bill Pay & QBO
• Bill Pay & Xero
• Setting Up AP and Clearing Accounts for BIll Pay
• Exporting Bills as a CSV File