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Instructions for Requesters

Updated over a month ago

This setting is relevant for Xero Purchase Order, Bill, AP/AR Credit Note, Xero Batch Payment, Airwallex Batch Payment, Sales Invoice, Quote, Contact and Manual Journal workflows.
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Organisation Administrators can provide a message that will be shown to Requesters during request creation in ApprovalMax.
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This is how you set up instructions for Requesters:

  • Find your Organisation in the main menu and go to Approval workflows under Workflows and settings.
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  • Open the respective workflow and click on the gear icon:
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  • Within the General section, navigate to the Instruction for requesters setting and type in a message that you want shown to Requesters when they create a new request:
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    If you don't want Requesters to see any instructions, then leave this field blank.

  • Apply your settings by clicking on SAVE CHANGES in the upper right-hand corner of the Workflow Settings window and update/activate the workflow.
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