Which fields can be set as mandatory/optional?
You can choose for some fields whether they should be mandatory or optional for Requesters/Reviewers to fill in during Purchase Order/Manual Journal/ Bill creation/review. This can be set in the Requester matrix of the Purchase Order/Bill/ Manual Journal workflow or in the Review and coding matrix of Bill workflow for Xero Organisation:
In the Xero Requester matrix:
These fields are always mandatory | These fields can be set as mandatory/optional |
Supplier | |
Branding | Account |
| Item |
| Tax |
Please note: if a field has been set as mandatory for Requesters, it will not be possible to submit requests without filling it in.In the Xero Review and coding matrix:
You can choose between three options: mandatory/optional/read-only
These fields are always mandatory | These fields can be set as mandatory/optional/read-only |
Account | Item |
Tracking category |
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