Viewing pending expense claims in OFX allows you to track which expenses are awaiting submission, ensuring timely processing and better financial oversight. Pending expense claims may require your review or action, depending on your role and permissions.

Prerequisites:
Before you view pending expense claims, ensure the following:

• You have permission to access Expenses section in your OFX account.

Next Steps:

To view pending expense claims, follow these steps:

1. Log into your OFX account.

2. Navigate to the Expenses tab from the main menu or dashboard.

3. Select the Pending tab within expenses section. This area displays all pending expenses, awaiting submission.

   

4. Review details: Click on each pending expense claim to view additional information, such as the transaction amount, type, and any notes or attachments.

   

What happens next:

• Approvers will receive email notifications (unless notification preferences are set to "Never") when an item requires their review.

• Once an expense claim is approved or declined, its status will update accordingly in the system.

Why is this important:

Regularly reviewing pending expense claims helps maintain workflow efficiency, ensures timely reimbursements, and supports compliance with your organisation’s financial policies. It also helps prevent delays in accounting and reporting.

Related FAQ Articles:

• How does a user view pending items in the approval queue?

• How does the Xero Integration work for expenses

• Expenses