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How can I specify instructions for Xero Batch Payment Requesters?

Updated over 2 months ago

Organisation Administrators can provide a message that will be shown to Requesters during Xero Batch Payment creation.

This is how you set up instructions for Xero Batch Payment Requesters

  • Find your Organisation in the main menu and go to Approval workflows under Workflows and settings:


  • Open the Xero Batch Payment workflow:


  • Click on the Gear iconand type in the message that will be shown to Requesters when they create a new Xero Batch Payment. If you don't want Requesters to see any instructions, then leave this field blank.


  • Apply your changes by clicking on SAVE in the upper right-hand corner of the Workflow Settings window, then update the workflow.

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