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For approvers
The overview
Overview
Create a saved filter
Filter the overview by a column
Resize a column in the overview
Search across all documents
Select multiple documents in the overview
Apply or switch a saved filter
Reorder columns in the overview
Search inside the PDF text with OCR
Clear column filters in the overview
Mark a saved filter as a favourite
Show or hide columns in the overview
View your paused documents
Share a filtered view with a colleague
Sort the overview by a column
Approve, reject & forward
Overview
Approve a document
Approve multiple documents at once
Approve a multi-line invoice
Reject a document
Reject multiple documents at once
Reject a multi-line invoice
When to reject vs. write a note
Forward a document
Forward internally — get a second opinion
Forward externally — transfer to another group
Forward multiple documents at once
Forward a multi-line invoice
Pause a document from document details
Pause multiple documents at once
Resume a paused document
Document details
Overview
Add a note to a document
Document details: layout overview
Read the approval flow line
View the activity history on a document
Check why a document is at a group
Expand the PDF pane for easier reading
Mention a colleague in a note
Read the accounting lines and balance row
Approve a document that has a warning
Hide line details for a full-page PDF view
Read a multi-line invoice
Send an email from a document
Switch the PDF to the other side
View emails sent on a document
Pop the PDF out to a second monitor
Attach extra pages to a document
Rotate an attached page
Delete an attached page
Archive & tracking
Overview
Export PDFs from the Archive
Export selected documents to Excel
Export documents from the Archive to Excel
PDF export vs. Excel export
Track a document you have already approved
Filter the Archive to show in-progress documents
Search in the Archive
Mobile app
Overview
Get the Nordflow mobile app
Search and filter on mobile
View a document on mobile
Approve, reject, or forward on mobile
Upload a document from your phone
Settings & tips
Overview
View your notifications
Set up your overview for daily use
Daily approving habits
Open in-app help
How it works
Overview
Activity history and audit trail
How an invoice moves through Nordflow
How approval flows work
How saved filters work
Notes, email, forward, and reject — when to use which
The three tabs: Approval, Nordpay, Archive
What triggers a notification
What approving a document means
What the Excel export contains
How search works in Nordflow
How pausing documents works
When to use bulk actions
What master data warnings mean
For admins & consultants
Data capture & intake
Overview
Enable human validation for a client
Re-extract a document
When to re-extract a document
Connect a client to an e-invoice network
Upload a document by drag and drop
Upload a document from the mobile app
Connect a client via API or SFTP
Admin actions
Overview
Merge documents
Quarantine tab overview
Send an approval reminder
Triage the Quarantine tab
Pause a document as an admin
Resume a paused document
Customer setup
Overview
Create a consultant at the broker level
Fill in a customer profile
Assign a consultant to a client from the broker
Set the invoice email for a client
Assign a consultant to a client from within the client
Enable e-invoices and the submission email
Deactivate a consultant
Set non-invoice handling for a client
Navigate the broker view
Switch to a specific client
Accounting & payments
Overview
Configure VAT display settings
Set the accounting practice for a client
Set payment method priority for a customer
Set the posting line text template
Fix a VAT code on a document line
Mark all documents as paid automatically
Posting line template tokens
Set the payment info source for a customer
Mark only credit notes as paid automatically
Set the default bank account for receipts
Set a payment text template
Set the default debit account and VAT code
Configure what payment validation compares against
Turn off specific payment validation warnings
How payment validation warnings work
Expense management
Overview
Enable expense management
Configure personal outlay
Configure company-paid receipts
Link a user to a supplier for reimbursement
Configure mobile expense settings per user
Submit a personal outlay from the mobile app
Submit a company-paid receipt from the mobile app
Users & roles
Overview
Create a user
Set notification preferences for a user
Manage your own notification preferences
Send an invitation email to a user
Bulk-invite users at go-live
Enable two-factor authentication
Set a user's edit permissions
Set a user's archive visibility
Set a user absent
Return a user from absence
ERP integration
Overview
Business Central integration overview
Set defaults on an employee supplier
Set the new-supplier creation mode
Trigger a manual ERP data sync
View and edit VAT codes
Configure the project dimension number
Disable supplier creation for receipts
Handle a new-creditor warning on a document
Set the default payment method for Business Central
Troubleshoot missing suppliers or accounts
Create a dynamic dimension
Enable auto-create keywords on a dimension
Set a dimension as mandatory
Connect two dimensions together
Set default account and dimensions on a supplier card
Flag a supplier as always paid
Order match (PO)
Overview
Enable order match for a supplier
Create a new item from a document line
Set auto-approve after order match
Add a line not on the order
Set the order-match mode (header-only vs line-level)
Suppress unit-price warnings for a supplier
Understand order-match warnings
Approval flow
Overview
Create an approval group
Enable advanced line approval
Enable or disable the approval flow
Enable the consultant group flag on a group
Enable forbid return to approval
Set rejection routing for an approval group
Configure bookkeeper behavior in the approval flow
Create an auto-approval rule
Create a first-approval rule
Set the approval action for a group
Set up a simple approval flow
Configure global approval settings
Configure forwarding rules for a group
Create a first-approval rule from a document
Set an approval limit on a group
Use amount-range conditions in an auto-approval rule
Build a multi-layer approval flow
Create a keyword rule
Disable or delete an auto-approval rule
Require a note when rejecting a document
Add conditions to a keyword rule
Require all members to approve
Set the default first approver
Restrict consultant approvals to consultant groups
Set the final approval group
Set the bookkeeper group
Nordpay
Overview
Give a user Nordpay viewer access
Lock an FX rate for a future payment
Navigate the Nordpay overview
Give a user Nordpay payment approver access
Set up a currency account in Nordpay
Nordpay viewer vs payment approver
Onboard a client to Nordpay
Triage the Nordpay payment queue
Complete the Nordpay contract signing
Mark a payment as manually paid
Approve payments in Nordpay
Export a pain XML file for unsupported banks
Edit a payment before approving
Merge payments or deduct a credit note
Cancel a scheduled payment
Exports
Overview
Export a list view to Excel
Export Archive by date range
Download Archive documents as a PDF zip
Onboarding
Overview
Onboard a new client
How it works
Overview
Archived documents and ERP duplicates
Broker and client structure
How broker-level consultant management works
Consultant groups — how they work
Custom data capture rules
Personal outlay and company-paid expenses
How advanced line approval works
How approval groups work
How master data sync works
How Nordflow captures invoice data
How international payments and FX savings work in Nordpay
When to merge documents — and when not to
What is Nordpay?
Payment method priority by country
How rejection resets the approval flow
User roles in Nordflow
How VAT works in Nordflow
How default value precedence works
How first-approval routing works
Group approval action — how it works
How auto-approval works
Human validation tier
Nordpay payment statuses
Payment info source options explained
Internal vs external forwarding — how they work
How keyword rules work
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