How can I specify instructions for Xero Batch Payment Requesters?
An Organisation's Administrator can provide a message that will be shown to Requesters during Xero Batch Payment creation.
This is how instructions for Xero Batch Payment Requesters can be set up:
- Find your Organisation in the main menu and open Approval workflows page under Workflows And Settings section.
- Click on the Xero Batch Payment workflow.
- Click on the gear icon
and type in the message that will be shown to Requesters when they create a new Xero Batch Payment:
If you don't want Requesters to see any instructions, then leave this field blank. - When you finish, Update/Activate the workflow to save your settings.
Related Articles
How can I specify instructions for Airwallex Batch Payment Requesters?
An Organisation's Administrator can provide a message that will be shown to Requesters during Airwallex Batch Payment creation. This is how instructions for Airwallex Batch Payment Requesters can be set up: Select your Organisation in the main menu ...How can I restrict the Requesters of Xero Batch Payments?
ApprovalMax allows restricting Requesters in terms of what data they can see and work with when creating Xero Batch Payments. You can, for example, configure their access rights so that individual Requesters are only allowed to select certain ...How to create a Xero Batch Payment
How to enable Xero Batch Payment creation: To enable the creation of Xero Batch Payments in ApprovalMax, the Xero Batch Payment workflow needs to be set up and activated In the Payment Creation section, you can specify all users who will be able to ...How to create an Airwallex Batch Payment
All Requesters you add to the Payment Creation step in the Airwallex Batch Payment Creation and Approval workflow get access to Airwallex Batch Payment creation in ApprovalMax by clicking on : In your Organisation, select Airwallex Batch Payment and ...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" ...