How can I specify instructions for Requesters? (Stand-alone)
An Organisation's Administrator can provide a message that will be shown to Requesters during request creation.
This is how instructions for Stand-alone Requesters can be set up:
- In the main menu select your Organisation and open "Approval workflows" page under "Workflows and settings" section. Select the appropriate workflow and click on the gear icon
:

- Type in the message that will be shown to Requesters when they create a new stand - alone request.
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
Where I can find a reporting function? (Stand-alone)
To access the reporting feature, in the main menu select your Organisation and open "Request reports": Here you have the option to create your own report with filters that reflect your particular needs. This is how you set up your own stand-alone ...
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 Quote Requesters?
An Organisation's Administrator can provide a message that will be shown to Requesters during Quote creation. This is how instructions for Quote Requesters can be set up: Select your Organisation in the main menu and open "Approval Workflows" under ...
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 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" ...