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How to specify instructions for Batch Payment Requesters

Administrators can add a custom message that is shown to Requesters each time they create a Batch Payment request.

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 Batch Payment workflow.

  • Click the Gear icon at the top of the workflow.

  • Under the General tab, in 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 Batch Payment request.

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