How can I specify instructions for QuickBooks Online Bill Requesters?
How can I specify instructions for QuickBooks Online Bill Requesters?
An Organisation Administrator can provide a message that will be shown to Requesters during Bill creation.
This is how instructions for Bill Requesters can be
set up:
- In the
main menu select your Organisation and open "Approval workflows" page
under "Workflows and settings" section:
- Open
Bill workflow and click on the gear icon
- Type in
the message that will be shown to Requesters when they create a new
Bill.
If you don't want Requesters to see any instructions, then leave this field blank.
- When you finish, save your settings by clicking on the "SAVE" button in the right upper corner of the workflow settings.
Related Articles
How can I specify instructions for QuickBooks Online Expense Requesters?
An Organisation's Administrator can provide a message that will be shown to Requesters during Expense creation. This is how instructions for Expense Requesters can be set up: In the main menu select your Organisation and open "Approval workflows" ...How can I specify instructions for Xero Bill Requesters?
An Organisation's Administrator can provide a message that will be shown to Requesters during Bill creation. This is how instructions for Bill Requesters can be set up: Select your Organisation in the main menu and open "Approval workflows" page ...How can I specify instructions for QuickBooks Online Journal Entry Requesters?
An Organisation's Administrator can provide a message to be shown to Requesters during request creation. This is how to set up instructions for Journal Entry Requesters: In the main menu select your Organisation and open the "Approval workflows" page ...How can I specify instructions for QuickBooks Online Sales Invoice Requesters?
Organisation Administrators can provide a message that will be shown to Requesters during Sales Invoice creation. This is how instructions for Sales Invoice Requesters are set up: In the main menu, select your Organisation and open Approval Workflows ...How can I specify instructions for Xero Contact Requesters?
An Organisation's Administrator can provide a message that will be shown to Requesters during Bill creation. This is how instructions for Xero Contact Requesters can be set up: Select your Organisation in the main menu and open "Approval workflows" ...