Next User Types: Admin, Bookkeeper
As an admin or bookkeeper, you can approve or deny transactions if your account has enabled post-transaction review.
This lesson describes how to approve and deny single or multiple transactions from a web browser or the J.P. Morgan Next mobile app.
Approve transactions from a web browser
In the Navigation Menu, select the Transactions link.
Approve or deny individual transaction
To approve or deny an individual transaction, select the name of the transaction
Review the details of the transaction
Approve or deny the transaction:
To approve the transaction, select the Approve button
To deny the transaction, select the Deny button
Approve or deny multiple transactions
To approve or deny multiple transactions, select the checkboxes for the transactions you want to update
Select the Bulk Action button
Approve or deny the transactions:
To approve all selected transactions, select the Approve button
To deny all selected transactions, select the Deny button
Approve transactions from the mobile app
Tap the More icon.
Tap the Transactions link.
Approve or deny individual transaction
To approve or deny an individual transaction, tap the name of the transaction.
Review the details for the transaction.
To deny the transaction, tap the Deny button. To approve the transaction, tap the Approve button.
Approve or deny multiple transactions
To approve or deny multiple transactions, tap and hold an individual transaction that you want to update.
After the checkboxes display next to all transactions, tap the checkboxes for all transactions you want to update.
Tap the Approve or Deny link.
Review the details of the transactions you selected.
To deny all transactions, tap the Deny button. To approve all transactions, tap the Approve button.
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