Set the approval action for a group

Each group has one approval-action setting that controls what happens when a member acts on a document. Set this when creating or editing a group.

Where: Approval flow → Groups and settings → open a group → Permissions

Open the group you want to configure.
Under Permissions, find the approval-action setting and choose the appropriate option:

Option When to use
Send for approval Bookkeeper group only — their action triggers routing into the approval chain
Approved All other groups — the standard approve-and-advance action
Click Save.

Option	When to use
Send for approval	Bookkeeper group only — their action triggers routing into the approval chain
Approved	All other groups — the standard approve-and-advance action

How this affects the button approvers see

When a bookkeeper opens a document, the action button reads Send for approval — making it clear they are forwarding into the chain, not approving the spend. When a regular approver opens a document at their step, the button reads Approve. This visual difference reinforces the role distinction.