How can I make Xero Manual Journal 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:
- Select your Organisation in the main menu and open "Approval workflows" page under "Workflows and settings" section.
- Open the Manual Journal workflow:
- Click on the matrix icon
in the "Create Manual Journal" step to open the Requester matrix:
- Switch the setting for the fields you want to be mandatory during Manual Journal creation and click on DONE:
Please note: the fields Account and Tax are always mandatory. - Update/Activate the workflow to save your settings.
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