Administrators can add a custom message that is shown to Requesters each time they create an Expense Claim request. This is a useful way to communicate your Organisation's expense policy, remind Requesters of required information, or provide guidance on completing a claim correctly.
Setting up instructions for Requesters
In the main menu, find your Organisation and open the Approval workflows page under Workflows and settings.
Click on the Expense Claim workflow.
Click the Gear icon at the top of the workflow.
Under the General tab, scroll down to the Instruction for requesters section.
Type your message in the text field. The message supports rich text formatting, including bold, italic, and lists.
If you do not want to display any instructions, leave the field blank.
When you are done, click Save changes, then activate/update the workflow to apply.
Once applied, all Requesters will see the instructions at the top of the request form each time they create a new Expense Claim request.