Expenses

What is the Document Processor?

How can I use the Policy Creator?

The Policy Enforcer is an AI-powered automation feature within the OFX Control Hub that reads and extracts spending rules from a company's uploaded expense policy document (PDF) to automatically suggest expense approvals or denials. Users with Full Suite access can upload their policy via AI Workflows, review and edit the AI-extracted...

How do I edit an expense entry?

How OFX AI Workflows work

Managers and Administrators can send reminders to employees for outstanding expenses that remain in the Open tab without being submitted for approval. Both individual and bulk reminder options are available directly from the Expenses section under Spend Management.

How do I enable or disable the Policy Enforcer?

What is the Policy Enforcer and how does it work?

How do I select an expense to send a reminder

How do I move an attachment to the correct card expense in OFX?