Set up your overview for daily use

Do this once when you first start using Nordflow. It takes about a minute and makes every session faster.

Where: Approval → the overview

1. Click the gear icon at the right end of the column header row to open column settings.
2. Untick every column you don’t look at when approving. Fewer columns means less scanning.
3. Drag the columns you check most often — typically Supplier, Type, Document date, and Total — to the left of the row.
4. Create one or two saved filters that match your work, for example by your cost centre or your projects.
5. Open the saved-filter dropdown and mark your most-used filter as a favourite so it sits at the top of the list.

Note

After this setup, the overview shows only what matters to your work each time you open it.

Related: Show or hide columns in the overview · Reorder columns in the overview · Create a saved filter · Mark a saved filter as a favourite