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" page under "Workflows and settings" section.
- Click on the Contact workflow.
- Click on the gear icon
and type in the message that will be shown to Requesters when they create a new Contact:
If you don't want Requesters to see any instructions, then leave this field blank.
- When you finish, Update/Activate workflow to save your settings.
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