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How can I specify instructions for Xero Bill Requesters?

Updated over 2 months ago

An Organisation's Administrator can provide a message that will be shown to Requesters during Bill creation.

This is how instructions for Bill Requesters can be set up:

  • Select your Organisation in the main menu and open "Approval workflows" page under "Workflows and settings" section.

  • Click on the Bill workflow.


  • Click on the gear iconand scroll down:

  • Type in the message that will be shown to Requesters when they create a new Bill.
    If you don't want Requesters to see any instructions, then leave this field blank.

  • When you finish, save your settings by clicking on the "SAVE" button in the right upper corner of the workflow settings and Update/Activate workflow.



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