Set up a simple approval flow
A two-group flow covers most small organisations: the bookkeeper codes the document, an approver signs it off, then it posts.
Where: Approval flow → Groups and settings
- Create a group named Bookkeeper (or equivalent) and add the bookkeeper as a member.
- Create a group named Approver (or equivalent) and add the relevant approvers as members.
- Go to the Default groups tab and set the Bookkeeper group as the bookkeeper group.
- Set the Approver group as the standard first approver.
Related: Create an approval group · Set an approval limit on a group · How approval groups work