The versioning of request details records a comprehensive history of your requests, which you can view to better understand the evolution of each one:
What does Version History show?
Creation time: when each version was created
Triggering event: which action led to this version's creation (e.g. resubmission, edits in Xero, edits in the Review step)
Creator: who made the changes (e.g. Reviewer, Requester).
Supported request types
Purchase Orders
Bills
Sales Invoices
Quotes
Manual Journals
AP/AR Credit Notes
Contacts
Xero Batch Payments
Airwallex Batch Payments
The request versioning is available in Advanced/Premium plans and trials.
How it works
Versions are automatically generated when changes are made to a request's details (e.g. Line Items, Suppliers).
Click on the Clock icon in the request preview to access the version history.
Navigate through the list of versions, the data for each version will be displayed side by side.
Benefits
Enhanced transparency: understand the history of changes made to a requests
Improved collaboration: track edits and contributions from different users
Increased accountability: see who made which changes, and when
Efficient troubleshooting: quickly identify and address issues by comparing different versions
Please note: Version generation for Xero requests started on 11 June 2024.