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" page under "Workflows and settings" section:
- Open Expense workflow, click on the gear icon
and scroll down.
- Type in the message that will be shown to Requesters when they create a new Expense.
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 and update the workflow.
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