The following article provides details on how to view outstanding budget requests.

Next Steps:

To view outstanding budget requests, follow these steps:

1. Log into your OFX account.

2. Navigate to the Budgets section:

   • Select Budgets from the left sidebar menu for a summary of all budgets and their statuses.

3. Locate outstanding requests:

   • In the Budgets section, click on “Needs Approval” to review budgets that need approval.

4. Review details:

   • Click on any budget or request to see more information, including who submitted the request, the amount, and any supporting notes or documents.

What happens next:

• You can monitor the status of all outstanding budget requests in real time.

• If you are a budget owner or approver, you can take further actions such as approving, editing, or rejecting requests as required.

• Once actioned, the status of the request will update automatically, and relevant team members will be notified.

Why is this important:

Viewing outstanding budget requests is essential for effective financial management and oversight. It helps you track which requests are awaiting approval, ensuring timely decision-making and appropriate allocation of resources. This transparency supports compliance and keeps all stakeholders informed of current financial commitments.

Related FAQ Articles:

• How do I view budget status?

• How can a user be a member of a budget?

• How do I create a budget for my team ?