Group approval action — how it works

Two roles in the flow

Not every group approves in the same sense. A bookkeeper group typically sits at the very start of a document’s journey: it receives incoming documents, codes them, and adds dimension values. When the bookkeeper finishes, the document has not yet been approved for payment — it needs to enter the approval chain and be routed to the right approvers based on amount, cost center, or other rules.

What each setting does

Send for approval is for the bookkeeper group. When a member of this group acts on a document, Nordflow evaluates the first-approval rules and routes the document to the correct approver group. The bookkeeper’s action is a handoff, not an approval.

Approved is for every other group. When a member acts, the document is approved at that step and advances to the next group in the flow — or is fully approved if it is the final step.

What happens without a Send-for-approval group

If no group has Send for approval, documents skip the bookkeeper step entirely and enter first-approval routing as soon as they arrive. This is the right setup for clients who handle coding internally and do not use a dedicated bookkeeper group.

Bookkeeper flag vs Send-for-approval

These are two separate settings on a group, even though they often appear together on the same group:

The Bookkeeper flag (set in Default groups) identifies which group receives documents first and handles errors.
Send for approval controls what that group’s approval action means in the flow.

Both should be set on the same group for the bookkeeper role to work correctly.