Set the accounting practice for a client

The accounting practice controls whether incoming documents are posted through the supplier/creditor module in the ERP or as plain finance vouchers. Choose once during setup; changing it mid-flight only affects new documents.

What does accounting practice do?

It tells Nordflow which ERP posting model to use per document type. The default covers most clients: invoices and credit notes go through the supplier module; receipts go through finance vouchers. The other modes exist for unusual setups.

Where: Customer profile → Accounting — the Accounting practice dropdown near the top of the page.

1. Open Customer profile → Accounting.

2. Select the appropriate mode from the Accounting practice dropdown.

   Mode	What it does	When to use
   Default	Invoices and credit notes use the supplier module. Receipts are posted as finance vouchers.	Standard AP setup — use this for ~95% of clients.
   Everything as credit invoice	All document types, including receipts, go through the supplier module.	Client wants every transaction tied to a supplier record.
   Everything as finance voucher	All document types are posted as journal entries; the supplier module is not used.	Client has no AP/creditor module at all.

3. Click Save.

Caution

If you change this setting after the client has started processing documents, only documents that arrive after the change are affected. Documents already in the flow keep their original treatment.

Tip

Use Default for any client running a standard accounts-payable workflow with a supplier/creditor module in their ERP. Only switch to Everything as finance voucher when the client explicitly confirms they have no creditor module.

Related: Mark all documents as paid · Mark only credit notes as paid