How can I specify instructions for Xero Manual Journal Requesters?
Organisation Administrators can provide a message to be shown to Requesters during request creation.
This is how you set up instructions for Manual Journal Requesters
- Select your Organisation in the main menu and go to Approval workflows under Workflows and settings:
- Open the Manual Journal workflow:
- Click on the Gear icon
and type in a message that will be shown to Requesters when they create a new Xero Manual Journal. If you don't want Requesters to see any instructions, then leave this field blank.
- Apply your changes by clicking on SAVE in the upper right-hand corner of the workflow settings, then update the workflow.
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