To delete or remove a policy, users must follow these steps:

1. Log into your OFX account.

2. Navigate to the “Approvals” section from the sidebar menu.

3. Select “Policies” from the dropdown menu.

4. Locate the policy you wish to delete.

5. Click on the three vertical dots icon next to the policy name.

6. Select “Remove” from the options presented.

The policy will be deleted and will disappear from the list. 

Why is this page important?
Understanding how to delete or remove a policy is crucial for maintaining an organized and efficient approval workflow. It allows users to manage policies effectively, ensuring that only relevant and necessary policies are active.

Next Steps:
After deleting a policy, consider reviewing existing policies to ensure they align with current business needs. If new policies are required, users can create them by following the appropriate setup procedures in the “Approvals” section.

Related FAQ Articles:

• What is a policy?

• How does a user view a policy?

• How does a user edit a policy?

• How are policies ordered?