Settings & Rules

Configure detection, classification, and approval rules

ERP-Ready Configuration

Rules are D365-aligned and designed for seamless integration with your existing ERP system. Changes apply to new invoices and do not retroactively affect existing prepaid records.

Filter by type:
High Value ApprovalThresholdPriority: 1
IFTotal amount > DKK 100,000
THENRequire Finance Manager approval
Executive ApprovalThresholdPriority: 0
IFTotal amount > DKK 500,000
THENRequire CFO approval
Insurance Vendor DetectionVendorPriority: 3
IFVendor name contains "Forsikring" or "Insurance"
THENAuto-classify as prepaid, GL 1810 → 6500
SaaS Subscription DetectionKeywordPriority: 4
IFDescription contains "license", "subscription", or "SaaS"
THENFlag as potential prepaid for review
Lease & Rent DetectionKeywordPriority: 5
IFDescription contains "lease", "rent", or "husleje"
THENAuto-classify as prepaid, GL 1820 → 6100
Maintenance Contract DetectionKeywordPriority: 6
IFDescription contains "maintenance", "support", "vedligehold"
THENFlag as potential prepaid for review
IT Software GL MappingGL MappingPriority: 7
IFDepartment = IT AND type = Software
THENMap to GL 1800 (prepaid) → 6200 (expense)
Auto-Approve Under ThresholdApprovalPriority: 8
IFTotal amount ≤ DKK 50,000
THENSkip approval workflow, auto-approve
Service Period DetectionKeywordPriority: 2
IFService period > 1 month
THENFlag as potential prepaid expense

GL Account Mapping Reference

CategoryPrepaid AccountExpense AccountDescription
Software & SaaS18006200Software licenses and cloud subscriptions
Insurance18106500Insurance premiums — property, liability, health
Rent & Leases18206100Office and facility lease agreements
Maintenance18306350Service and maintenance contracts
Utilities18406400Prepaid energy and utility contracts
Telecom18506260Connectivity and telecommunications

Approval Thresholds

Amount ≤ DKK 50,000Auto-Approved
Amount DKK 50,001 — 500,000Finance Manager
Amount > DKK 500,000CFO Approval