To change your payment view, follow these steps:

1. Log into your OFX account.

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

3. Locate the view options at the top of the payments list (e.g., All Payments, Scheduled, Approved).

4. Click on the dropdown menu to select your preferred view based on your needs (e.g., filter by status or date).

5. You can also use search filters to narrow down specific payments by entering relevant details such as recipient name or payment amount.

6. Once you have selected your desired view, it will automatically update to display the filtered results.

Why is this page important? 

This information is essential as it allows users to efficiently manage and monitor their payments by customising the view according to their preferences, which enhances usability and productivity.

Next Steps:

• Regularly review your payment views to ensure that you are tracking all necessary transactions effectively.

• Adjust filters as needed to stay updated on pending approvals or scheduled payments.

Related Articles:

• What is ALL (Payments)?

• How do I create a payment?

• How do I search for a payment?

• What is the Payment tab used for?

• Payment has been created, how do I locate it?