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Approve or deny fund request (within a budget)

Learn how to approve or deny fund requests from members in your company.

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

  1. In the Navigation Menu, select Company

  2. Find your To-do list in the Dashboard

  3. 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.

  4. Select the request you want to view

    • Note: If you have only one fund request, that request opens automatically.

  5. The fund request displays the requestor's name, date, budget, and the requested amount

  6. 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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