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Simulate a policy before a real bill hits

Pick supplier, amount and account on the list, and see which line wins — before a real bill hits.

Written by Nicki Elgaard

Simulate sits on the list under Settings → Approval Flow. It does not move money and it does not book anything. It shows which line wins for a made-up case.

Use it after you have moved policies, or before a new Telia rule goes live.

Before you start

  • At least one policy (besides All others), or you want to check that All others catches the rest

Steps

1. Open the list

Settings → Approval Flow. The simulator is on the same page as the policies — not inside a single policy.

2. Fill in a made-up case

  • Supplier — or leave it as unknown

  • Amount

  • Account (optional, but use it if the policy matches on account)

3. Read the result

Payfriend shows which policy matches — the first on the list that hits.

  • If you expect Telia DKK 4,000 on auto, and it hits a chain higher up: move or tighten the upper policy.

  • If it matches no policy, the bill follows the old flow until All others exists. On a normal list All others should catch it.

Simulate at least two amounts when you have a window (below and above the threshold).

Check that it worked

  • Telia below the threshold → the auto policy

  • Telia above the threshold → the chain policy

  • Another supplier → All others (or the policy you intended)

Common issues

Symptom

Cause

Fix

Simulate hits the “wrong” line

First match wins

The top matching policy is the correct one — move or tighten If

No match

All others is missing, or the policy is off

Turn the policy on; All others belongs at the bottom

Account policy does not hit

Account is not set in the simulator

Pick the account the line uses

Next steps

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