How to Change the Default Bookkeeper Group

Created by Lukas Christensen, Modified on Mon, 30 Oct, 2023 at 11:29 AM by Lukas Christensen

  1. First, you need to go to settings, which you will find in the top right corner.

  2. Inside settings, you need to select "Groups and settings" under approval flow.


  3. Select "Default Groups".


  4. Here, you can select your default Bookkeeper group. The dropdown shows the different groups you have created inside Nordflow. When you have chosen your desired default bookkeeper group, then press save on the blue save button.


  5. The bookkeeper group is to which: 

    1. Documents without account and/or payment means are delivered to, If "Bookkeeper manages accounting" is selected in the "Approval settings".

    2. Documents where a user/approver has pushed the red "Reject" button, are delivered to, if the permission "Send to bookkeeper" is selected in the settings, for the specific user.

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