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How can I specify instructions for Xero PO Requesters?

An Organisation's Administrator can provide a message that will be shown to Requesters during Purchase Order creation.
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This is how instructions for Purchase Order Requesters can be set up:

  • Find your Organisation in the main menu and open Approval workflows page under Workflows and settings section.
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  • Click on the Purchase Order workflow.
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  • Click on the gear iconand scroll down.
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  • Type in the message that will be shown to Requesters when they create a new Purchase Order.
    If you don't want Requesters to see any instructions, then leave this field blank.

  • When you finish, click on SAVE in the right upper corner of the workflow settings to save your settings.
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