The approval flow is one list of policies. A bill runs down the list. The first policy that matches wins — it decides who approves, whether it is booked, and whether it is paid.
Pools and amount rules are gone. It is the same list.
In Payfriend it lives under Settings → Approval Flow.
How the list works
First match wins. The list is read from the top. The first policy that matches takes the bill. The rest are skipped.
Approve, book, pay. Each policy sets the chain (or auto), whether it is booked, and whether it is paid.
“All others” stays pinned at the bottom. It catches what no policy above took. It has no conditions and cannot be deleted.
A policy that is off is skipped. Drag the order if the wrong line wins.
A policy has If and Then
If — every condition must match (and):
Suppliers
Amount (from / to) and currency — the window only applies to that currency. Other currencies fall through to the next policy
Created by
Account (matches when at least one line uses the account)
Project
Text (e.g. “rent”)
No conditions = the policy matches every bill.
Then — what happens when the policy wins:
Approve: a chain, or auto without asking anyone
Book: yes or no, once it is approved
Pay: manually, add to the payment queue, or auto on due date via Overførselsservice (on screen Automatic Payment — the agreement must be connected)
Create a policy
Go to Settings → Approval Flow.
Choose New policy.
Give it a name (e.g. “Telia over 10,000”).
Fill in If and Then. Save.
Check the order on the list. Use Simulate before a real bill hits.
A screen-by-screen Telia setup: How to set up a Telia policy.
Old bookmarks to pools and amount rules land on the new list automatically.
Check that it worked
The list shows your policies, with All others at the bottom
A Simulate test hits the line you expect
A real bill gets the chain or auto the policy promises
Common issues
Symptom | Cause | Fix |
The wrong person must approve | A policy higher on the list matches first | Move the more specific policy up, or tighten If |
Currency does not match | The amount window only applies to the chosen currency | Let other currencies fall through, or add a policy for that currency |
No approver | The chain is empty, or auto is on | Put approvers on a step, or choose auto on purpose |
Cannot delete the bottom row | That is All others | It has to stay |
Next steps
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