All users assigned as Requesters in the Purchase Order workflow can edit or delete the templates they’ve created.
Please note: This feature is currently available in beta for Xero-connected Organisations. If you'd like to enable it, please contact us.
Please note: This feature is currently only available for Purchase Order requests.
This is how you edit a Scheduled Request Template
You can modify any field of an existing Scheduled Request Template, including the scheduler settings.
In the main menu, go to Scheduled request templates:
Open the template you want to edit.
On the Edit Scheduled Request Template form, update any of the template fields:
To modify the schedule, click on Edit scheduler and adjust the recurrence settings as needed. Then save your changes:
Once you’ve made your changes, click on Save template in the top right-hand corner:
Your updated template will appear in the Scheduled Request Templates list:
This is how you delete a Scheduled Request Template
If you no longer need a template, you can delete it permanently.
In the main menu, go to Scheduled request templates:
Open the template you want to delete.
On the edit form, click on the Bin icon in the top right-hand corner:
In the confirmation pop-up, click on Confirm to delete the template:
Important: Once deleted, a template cannot be restored.
This is how you disable a Scheduled Request Template
If you want to temporarily stop recurring requests without deleting the template:
Go to the Scheduled Request Templates section and open the template.
On the edit form, toggle off the Scheduler:
When disabled, no new recurring requests will be created:
Click on Save template to apply the change:
The updated template will appear in your Scheduled Request Templates list with Disabled shown in the Schedule Status column:
You can re-enable the scheduler at any time by toggling it back on.