Expenses

What is the Policy Enforcer and how does it work?

How do I enable or disable the Policy Enforcer?

The Policy Enforcer is an AI-powered automation feature within the OFX Control Hub that reads and extracts spending rules from a company's uploaded expense policy document (PDF) to automatically suggest expense approvals or denials. Users with Full Suite access can upload their policy via AI Workflows, review and edit the AI-extracted...

What is the Document Processor?

How can I use the Policy Creator?

How OFX AI Workflows work

How does the Policy Enforcer Auto-Approver Schedules feature work?

How does Delay conversions until payment approval works?

This guide explains how to download expense reports in csv. or .xlsx ?. 1. log into the web app 2.

This article covers the topic of can i create a bill by emailing my invoice?. yes, you can create a bill by emailing your invoice to ofx.