Even if you do not require approval for certain transactions, the system may still prompt you to submit them for approval due to the following reasons:

1. Default Approval Policies: Your account may have default approval policies set up that apply to all transactions, regardless of their individual requirements.

2. Transaction Amounts: Transactions above a specific threshold may automatically trigger an approval requirement as part of risk management and compliance protocols.

3. System Settings: The settings configured by your organization or accounting team may necessitate approvals for all submissions to ensure oversight and accuracy.

If you believe this is an error, please review your account’s approval settings or consult with your administrator.

Why is this page important?
Understanding the approval process helps users navigate the system effectively and ensures compliance with organizational policies regarding financial transactions.

Next Steps:

1. Log into your OFX account.

2. Use the details mentioned in How do I know who needs to approve a payment? to determine which policy is associated with your payment. 

3. Click on the Policy link on the Payment summary page to navigate to the policy.

4. Alternatively, once you determine the policy name in step 2 above, navigate to "Approvals" > "Policies".

5. Click on the "Payments" tab to filter all the payment related policies. 

6. Select and click the policy related to your payment. 

7. Review the approvers and approval workflow.

8. Update the policy as necessary if required. 

9. Submit the transaction for approval as prompted, while noting any feedback from approvers.

Related FAQ Articles:

• How are policies ordered?

• How does a user delete or remove a policy?

• What is a policy?

• How does a user create a policy for a payment?