How do I submit a payment for approval?

This guide explains how to submit a payment for approval? submitting a payment for approval involves filling out the payment form and selecting the appropriate approvers before finalizing the submissio?why is this page important?

  • Apr 23, 2026
  • Knowledge

Details

Submitting a payment for approval involves filling out the payment form and selecting the appropriate approvers before finalizing the submission.


Next Steps

1 Log into your OFX account.

2 Navigate to the ‘Payments’ section.

3. Click on '+ Create Payment’.

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4. Fill in the payment details including amount, recipient, and reason for payment.

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5. The Payment is sent for approval based on the Approval policy.

6. On 'Confirmation payment' screen, click on the Pay button.

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7. Payment is created with status - "Need approval" based on the selected policy.

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Why is this important:

Understanding the submission process ensures that payments are reviewed and approved promptly, maintaining cash flow and supplier relationships.

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How do I submit a payment for approval?
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