To find out who needs to approve a payment, follow these steps:

1. Log into your OFX account.

2. Navigate to the “Payments” section from the left sidebar menu.

3. Use the "Needs approval" tab to filter all the payments that need approval.

3. Click on the payment you wish to review.

4. Review the payment details and check if there are any associated approval policies in place.

6. Details of the approval policy and who needs to approve the payment are shown under the "Approval required" section. 

Why is this page important?
Understanding who needs to approve payments is essential for ensuring compliance with internal financial controls and preventing delays in transaction processing. This helps maintain accountability and transparency in financial operations.

Next Steps

• Regularly review your organization’s approval policies to stay informed about the approvers’ roles.

• Follow the outlined steps to confirm the necessary approvers for each payment.

• Contact customer support or your finance team if you have questions regarding the approval process.

Related FAQ Articles: 

• How does a user approve a payment?