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 under "Workflows and Settings" section:
- Open the Journal Entry workflow:
- Click on the gear icon
and type in a message that will be shown to Requesters when they create a new Journal Entry.
If you don't want Requesters to see any instructions, then leave this field blank. - When done, apply your changes by clicking on the SAVE button in the upper right-hand corner of the workflow settings and update the workflow.
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