How can I specify instructions for Xero PO Requesters?
An Organisation's Administrator can provide a message that will be shown to Requesters during Purchase Order creation.
This is how instructions for Purchase Order 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 Purchase Order workflow.
- Click on the gear icon
and scroll down:
- Type in the message that will be shown to Requesters when they create a new Purchase Order.
If you don't want Requesters to see any instructions, then leave this field blank. - When you finish, click on the "SAVE" button in the right upper corner of the workflow settings to save your settings.
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