Multiple matching policies

When more than one active policy matches an invoice, this decides which one runs. Use highest priority: the system picks the highest-priority match. Let the requester choose: whoever requests the approval picks among the matching policies; if they pick none, the highest-priority one runs. Bill content approval and transfer approval are set separately.

The setting is at the bottom of Settings → Approval Policies, under Multiple matching policies, with two switches: Bill content approval and Transfer approval. A change is saved immediately.

• Only a matching policy can be chosen. A matching but milder one can, though – if a stricter policy must always run, stay on Use highest priority.
• If the requester picks a policy other than the highest-priority one, this is recorded in the request's log.
• An automatically raised transfer approval has nobody to choose: the highest-priority policy always runs there.
• The setting covers invoices and transfers only; every other approval (for example leave or purchasing) is always decided by priority.