How can Requesters make changes to a Xero Manual Journal before its approval?

Requests that are pending approval and Draft Manual Journal requests can be amended by their Requesters.

To make changes to a Manual Journal request, click on EDIT:

Edit the respective fields and resubmit the request for approval.

Please note: the approval process will start from scratch.

• Related Articles

• 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 ...

• How to create a Xero Manual Journal

  Before creating a Manual Journal, you first need to set up and activate a Manual Journal workflow in ApprovalMax: Specify all users who will be allowed to create Manual Journals in the "Creation" step. By adding Requesters to this step, they get ...

• How can I make Xero Manual Journal fields mandatory?

  During the configuration of the Requester matrix you can decide for some fields whether they are to be mandatory, or optional. This is how you make certain fields mandatory: Select your Organisation in the main menu and open "Approval workflows" page ...

• How does the Xero Manual Journal workflow work?

  In ApprovalMax, you can set up multi-step approval workflows for Xero Manual Journals. Users of Organisations connected to Xero then create Manual Journal requests directly in ApprovalMax. This is how the approval of Manual Journals works: Manual ...

• How can I restrict the Requesters of Xero Manual Journals?

  ApprovalMax allows to restrict Requesters in terms of what data they're able to see and work with when creating a Manual Journal. You can, for example, configure their access rights for Manual Journal creation in a way that individual Requesters are ...