In the first instance Float will pull the expected date of an invoice or bill from your accounting software. If an expected date has not been set, the due date will be used instead.

Expected dates can be changed manually in Float, although this won't flow back to your accounting software.

You can use our quick options to move an invoice or bill forward by 7 or 30 days, or a custom date using the 3 dots next to the expected date.

Updating expected dates one by one can be quite time consuming, so there is an option to update in bulk.

Simply select the invoices/bills that you would like to update using the check boxes to the left side (to select all, click the check box in the table header).

Once the relevant invoices/bills are selected hit the 'Batch actions' option shown above the table followed by 'Set expected date' and the items will be moved to the new date in the cash flow.

From here it's also possible to exclude or re-include multiple Invoices/bills.

The short answer is no.

The flow of data between Float and your accounting platform is one way only. This means we can receive data from your accounting platform but don’t send anything back.

As a result, any changes you make in Float will remain in Float only and won’t alter any of the data held in your accounting software.

However, any changes that are made in your accounting software to the due dates, or expected dates of bills and invoices, will flow through to Float and overwrite any changes that have been made in Float.

You are now able to keep track of the decisions made on invoices and bills by adding comments directly to an item.

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