For Xero-connected Purchase Order/Bill/Sales Invoice/Quote/Manual Journal/AR and AP Credit Note workflows, you can set fields as mandatory or optional in both the Requester and the editing matrix.
In the Requester matrix:
Always mandatory fields | Fields that can be set as mandatory or optional |
Supplier | Tracking Category |
Theme | Account |
| Item |
| Tax |
| Region |
In the editing matrix:
This feature is available for Xero-connected Organisations under the Advanced and Premium plans as well as in trials.
Depending on the workflow type (e.g. Purchase Order, Bill, Sales Invoice), different fields may appear as always mandatory while others can be set as mandatory or optional.
Please note: If a field has been set as mandatory for Requesters, it will not be possible to submit requests without filling it in.