restricting Requesters in terms of what data they can see and operate with when
creating Purchase Orders. For example, access rights can be configured so that a
particular Requester is allowed to select particular Suppliers or a particular
cost center only (set as the Tracking Category in Xero) when creating a Purchase
To restrict the Requester:
- Click on the “Matrix”
icon in the first step of the workflow to open the "Requester Matrix"
- Add Requesters who will
be allowed to create Purchase Orders
- Specify restriction criteria, such as: Supplier, Account (GL code), Tracking codes, Item, Tax, Branding, etc
- Click on "Done" and save your changes.