How can I specify instructions for QuickBooks Online Vendor Requesters?
An Organisation's Administrator can provide a message that will be shown to Requesters during Vendor creation.
This is how instructions for Vendor Requesters can be set up:
- Select your Organisation in the main menu and open "Approval workflows" page under "Workflows and settings" section
- Click on the Vendor workflow:
- Inside, click on the gear icon
and type in the message that you want shown to Requesters when they create a new Vendor.
If you don't want Requesters to see any instructions, then leave this field blank.
- When done, save your settings by clicking on the SAVE button in the upper right-hand corner of the workflow settings and update the workflow.
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