How can I make tracking categories mandatory for Requesters?
This is how you can make a Xero tracking category (e.g. Department) a mandatory field:
- Select your Organisation in the main menu and open "Approval workflows" page under "Workflows and settings" section.
- Open the respective workflow:
- Open the Requester matrix.
- Under the tracking category, click on "Set as optional".
- Change the setting to "The field is mandatory".
Related Articles
What are tracking categories used for?
In Xero, you can set up tracking categories to see how different areas of your business are performing (such as departments or locations). This is an example of what it can look like: In ApprovalMax, you can use Xero tracking categories to split ...How can I make fields in Quotes 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: In the main menu, select your Organisation and open Approval Workflows under ...How can I make Sales Invoice 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: In the main menu, select your Organisation and open Approval Workflows under ...How can I make Purchase Order 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: In the main menu select your Organisation and open "Approval workflows" page ...How can I make QuickBooks Online Journal Entry 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: In the main menu select your Organisation and open the "Approval Workflows" ...