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 under "Workflows and settings" section.
- Click on the Bill workflow.
- Click on the gear icon
and scroll down:
- Type in the message that will be shown to
Requesters when they create a new Bill.
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/Activate workflow.
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