J.P. Morgan Next

Learn how to view budget limit increases so you can approve or deny them.

Approve or deny budget limit increase

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

Approve or deny fund request (within a budget)

Find definitions for the various types that display when viewing a budget.

Budget fund type definitions

Edit assigned funds in a budget

Request budget limit increase in JP Morgan Next

Learn how to request funds from a Next budget through the mobile app or a web browser.

Request funds

Learn about using budgets in the J.P. Morgan Next platform.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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