Configure global approval settings

The Approval settings tab holds the toggles that govern how the approval flow behaves for the entire client. Most defaults are sensible for a standard setup. Review each toggle during initial client configuration.

Where: Approval flow → Groups and settings → Approval settings tab

Go to Approval flow → Groups and settings in the left sidebar.
Click the Approval settings tab.

Review and set each toggle according to the table below.

Toggle	Default / Recommendation	What it does
Enable Approval flow	On	Master switch. Off = documents skip approval entirely and go straight to the ERP.
Bookkeeper receives documents first	On	Every document goes to the bookkeeper before approval routing. See Configure bookkeeper behavior.
Bookkeeper manages accounting	Off	Bookkeeper only receives documents with incomplete accounting. See Configure bookkeeper behavior.
Block forwarding of documents with errors (Bookkeeper)	Recommended on	Prevents the bookkeeper from forwarding documents that have unresolved errors.
Remember accounting	On	The system pre-fills accounting choices per supplier on the next invoice. Saves significant time. Turn off only if the client explicitly does not want pre-filled coding.
Accounting required	On	The debit account must be filled before approval is possible. Turn off only for clients where blank accounts are intentional.
Payment means required (for invoices)	On	Complete payment information is required before approval. Turn off only if payment is handled entirely outside Nordflow.
Allow generated comments	Off	Makes automated system comments visible on documents. Enable only if the client’s setup generates automated comments from rules or integrations.
Forbid external rules for approval	Recommended on	Restricts consultants to approving only in consultant-tagged groups. See Restrict consultant approvals to consultant groups.
Forbid return to approval	Recommended on	Prevents archived documents from being sent back to approval. Recommended on once go-live is confirmed.
Rejected documents requires note	Recommended on	Blocks rejection without a typed reason. Ensures downstream users know why something was rejected.
Enable warnings on unread comments	Recommended on	Forces approvers to read unread notes or @mentions before they can approve. Prevents approvals without seeing important context.
Enable advanced line flow	Off	Enables per-line parallel approval for multi-cost-center invoices. Enable only for clients with that requirement.
Bypass problems before final approval	Off	Skips certain blocking issues at the final approval step. Leave off unless explicitly instructed by the Nordflow team.

When finished, confirm the save prompt by clicking OK.