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How can I restrict the Requesters of Xero Batch Payments?

Updated over 2 months ago

ApprovalMax allows restricting Requesters in terms of what data they can see and work with when creating Xero Batch Payments. You can, for example, configure their access rights so that individual Requesters are only allowed to select certain Suppliers and Bank Accounts.


This is how you restrict Requesters

  • In the Creation step of the Xero Batch Payment workflow, click on the Matrix icon

    to open the Requester matrix:


  • Add the Requesters who will be allowed to create Xero Batch Payments.

  • Specify the restriction criteria, such as Supplier or Bank Account:

  • Click on DONE to save your changes.



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