Next User Type: Budget Owner
As a budget owner in J.P. Morgan Next, you can approve or deny requests for additional funds made by members of budgets you own from your To-do list.
Approve or deny fund request from a web browser
In the Navigation Menu, select Company
Find your To-do list in the Dashboard
Select Approve # fund request
Note: If the option to approve fund requests does not display in your To-do list, you do not have any requests to review.
Select the request you want to view
Note: If you have only one fund request, that request opens automatically.
The fund request displays the requestor's name, date, budget, and the requested amount
Approve or deny the request:
Select Approve to approve the request. Funds become immediately available to the requestor.
Select Deny to deny the request. The requestor receives a notification of the denial.
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