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".
What are tracking categories used for?
In Xero, you can set up tracking categories to see how different areas of your business are performing (such as departments, cost centres, or locations). This is an example of what it can look like: In ApprovalMax, you can use Xero tracking ...
How can I make Purchase Order fields mandatory?
During the configuration of the Requester matrix you can decide for some fields whether they are to be mandatory, or optional. This is how you make certain fields mandatory: Click on the "Menu" button in the upper left-hand corner, select your ...
Which fields can be set as mandatory/optional? (QuickBooks Online)
For some fields you can select whether they should be mandatory or optional for Requesters to fill in during Purchase Order/Bill creation. This can be set in the Requester matrix of the "Purchase Order/Bill Approval" workflow for your QuickBooks ...
Which fields can be set as mandatory/optional?
You can choose for some fields whether they should be mandatory or optional for Requesters/Reviewers to fill in during Purchase Order/Bill creation/review. This can be set in the Requester matrix of the "Purchase Order/Bill Approval" workflow or in ...
How alternative rules in the approval matrix work (Xero)
The approval matrix allows the definition of rules that determine which Approvers will be selected for each particular Bill / Purchase Order / Sales Invoice / Credit Note or Batch Payment approval. Conditions are set based on the master data received ...