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How can I restrict the Requesters of Xero Manual Journals

Updated over 2 months ago

ApprovalMax allows to restrict Requesters in terms of what data they're able to see and work with when creating a Manual Journal. You can, for example, configure their access rights for Manual Journal creation in a way that individual Requesters are only allowed to select certain Vendors or a particular Location.

This is how you can restrict Requesters:

  • Select your Organisation in the main menu and open "Approval workflows" page under "Workflows and settings" section.


  • Open the Manual Journal workflow:

  • Click on the matrix icon in the "Create Manual Journal" step to open the Requester matrix:



  • Add the Requesters who will be allowed to create Manual Journals.

  • Specify the restriction criteria, such as: Tracking Options, Account, Tax:


  • Click on DONE to save your changes.

Please note: for some fields you can decide whether they should be mandatory or optional for Requesters to fill in during Manual Journal creation:



The fields Account and Tax are always mandatory.



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