To view pending items in the approval queue, users should follow these steps:

1. Log into your OFX account: Access your the OFX system using your credentials.

2. Navigate to the Approvals Tab: Locate and click on the “Approvals” tab from the main menu or dashboard.

3. Select Pending Items: Within the Approvals section, look for a tab labeled “Pending”. This area will display all items awaiting approval.

4. Review Details: Click on each pending item to view additional details, such as the transaction amount, type, and any notes or comments associated with the request.

5. Take Action: Depending on your role, you may have options to approve, or decline.

Approvers receive email notifications based on their notification preferences when an item requiring their review and approval has been submitted. It is recommended that users avoid setting this preference to "Never" so that they can keep receiving notifications.

Why is this page important?
Understanding how to view pending items in the approval queue is essential for maintaining workflow efficiency and ensuring timely processing of transactions that require authorization.

Next Steps:

1. Log into your OFX account and navigate to the Approvals tab.

2. Regularly check the pending items to stay updated on transactions requiring your attention.

3. Take appropriate action on pending approvals based on your authority and organizational policies.

Related FAQ Articles:

• What is the Approvals tab?