Understanding your subscription usage limits helps you manage your account effectively and avoid unexpected service interruptions. Usage limits may include the number of users, cards, transactions, or integrations available under your current plan.

Pre-requisites:

• Billing Manage permission is required to access and view subscription plan details and limits.

Next Steps:

To view your subscription usage limits, follow these steps:

1. Log into your OFX account.

2. Navigate to the Setup section:
   Click on Setup from the left sidebar menu.

3. Select the Billing tab:
   Click on Billing to access your subscription details.

   

4. View your subscription plan:
   Your active subscription plan is displayed under Your Plan.

   

5. Review plan features and limits:

   • Look for a link or section describing your plan’s features and limits (such as maximum users, cards, or integrations). Click on “Change plan” to view plan features and limits.

     

   • After completing these steps, you will be able to see the usage limits associated with your current subscription plan.

     

• For more detailed or custom limits, click on the link to the detailed pricing plans or contact OFX support or your account manager for a tailored summary.

Why is this important:

Viewing your subscription usage limits helps you:

• Ensure you are operating within your plan’s allowances.

• Plan for upgrades if your business is growing or your needs change.

• Avoid service interruptions or additional charges for exceeding limits.

Related FAQ Articles:

• What subscription plans are available [AU]?

• How do I view subscription benefits?

• Where can I view my Subscription plan and Subscription invoices?