How can I specify instructions for Xero Manual Journal Requesters?
An Organisation's Administrator can provide a message to be shown to Requesters during request creation.
This is how to set up instructions for Manual Journal Requesters:
- Select your Organisation in the main menu and open "Approval workflows" page under "Workflows and settings" section.
- 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. - When you finish, click on Update/Activate workflow to save your settings.
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