How to use Direct Booking

Created by Malte Flendt, Modified on Thu, 7 Dec, 2023 at 5:59 PM by Malte Flendt

Direct booking is a feature to automatically book the document in the ERP system, after it is done in Nordflow. This will save time and minimize manual work between the platforms

To enable and use Direct Booking, do the following:

Go to settings -> approval groups
Select the group you want to allow the permission to book a document
Go to the permissions tab and activate "Book in ERP"

When documents go to the bookkeeper group, they will now have the option to trigger booking the document in ERP, after it's been approved in Nordflow:

The setting will only be visible while the document is on this group.

The document will first be booked after it is done and pushed to ERP, this does not affect the approval flow

Direct Booking is currently only available for Fortnox integration