User Custom Fields allow account administrators to define and capture additional team member attributes — such as department or location — within the OFX platform's User Profile Configuration. These fields integrate with the Document Processor and Policy Enforcer to enable smarter automation, more accurate document coding, and...
What is recipient approval and how does it work?
Does recipient approval work separately from payment 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?
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This article covers the topic of how to set up an approval policy?
This article covers the topic of do i only have to create one policy or multiple?
This article covers the topic of how does a user delete or remove a policy? to delete or remove a policy, users must follow these steps: ? log into your ofx accoun?
This article covers the topic of why would you have an approval policy for expenses?
This article covers the topic of why am i submitting my transaction for approval if i don't require approval?