Documents and bank items Payfriend is not confident enough to book alone land with you. Approve on desktop or swipe on your phone.
Before you start
Items waiting for approval / “needs action” (menu badges)
You understand the suggestion (account, VAT, match) — fix before approving if wrong
On mobile: home-screen app recommended
Steps — desktop
1. Open the relevant queue
Bills, Documents, or Bank.
2. Open the item
Check supplier, amount, VAT, account, and image.
3. Fix if needed
Change account/VAT, link supplier, or reject the suggestion.
4. Approve / book
Confirm. The posting goes to the accounting system when the integration is healthy.
5. Bulk (when available)
Select several high-confidence suggestions and approve together.
Steps — mobile swipe
1. Open the queue on your phone
Often a card stack, one suggestion at a time.
2. Read the suggestion
Transaction/document, suggested account, confidence.
3. Swipe
Right — book / confirm (depending on context)
Left — postpone / skip
4. Continue until the queue is empty or you’re “up to date enough”
Check that it worked
Badge counts drop
Item status becomes booked / reconciled
Visible in e-conomic/Dinero/Billy after sync
Common issues
Symptom | Cause | Fix |
Approve disabled | Missing permission | Admin adjusts role |
Saves as draft | Booking mode = draft | Change mode in settings if you want auto-booking |
No match | Bank not connected |
Next steps
Didn’t find an answer? Message us via in-app chat, or use Contact.