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How can I specify instructions for QuickBooks Online Expense Requesters?

Updated over a month ago

Organisation Administrators can provide a message that will be shown to Requesters during Expense creation.

This is how you set up instructions for QuickBooks Online Expense Requesters​

  1. In the main menu select your Organisation and go to Approval workflows under Workflows and settings:​​


  2. Open the Expense workflow, click on theicon and scroll down.

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


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


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