Policies in your OFX account are typically ordered based on several criteria to ensure efficient processing and compliance.

Only one policy can apply to an activity in the account at a time. If multiple policies are created, the priority order determines which policy is applied.  Common methods of ordering include:

1. Priority Level: Policies may be ranked according to their importance or urgency, with higher-priority policies taking precedence over lower ones during the approval process. 

a. Refer to the following article for details on how to view your policies: How does a user view a policy?

b. The priority of the policies is shown by the chronological numbering:

2. Creation Date: By default, policies can be ordered chronologically, either by the date they were created or last modified, allowing users to see the most recent updates first.

3. Custom Ordering: Users may have the option to manually arrange policies based on organizational needs or preferences, allowing for tailored workflows.

a. Refer to the following article for details on how to view your policies: How does a user view a policy?

b. Click and hold a policy, and drag it up or down to custom rearrange the priority order:

Why is this page important?
Understanding how policies are ordered helps users navigate the system effectively and ensures that the most relevant policies are easily accessible when needed.

Next Steps:

1. Familiarize yourself with the ordering method used in your organization’s OFX account.

2. Regularly review the order of policies to ensure they align with current operational priorities.

3. Communicate any changes regarding policy ordering to all relevant stakeholders to enhance understanding and compliance.

Related FAQ Articles:

• What is a policy?

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

• How does a user create a policy for an expense?

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

• How does a user create a policy for bills?