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How can I specify instructions for Xero Contact 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 Xero Contact 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 Contact workflow.


  • Click on the gear iconand type in the message that will be shown to Requesters when they create a new Contact:

    If you don't want Requesters to see any instructions, then leave this field blank.

  • When you finish, Update/Activate workflow to save your settings.


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