How can I make tracking categories mandatory for Requesters?
This is how you can make a Xero tracking category (e.g. Department) a mandatory field:
- Under the main menu select your Organisation and open "Approval workflows" page under "Workflows and settings" section.
- Choose the workflow:
- Open the Requester matrix.
- Under "Department", click on "Set as optional".
- Change the setting to "Field is mandatory".
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