When reviewing a Purchase Order or Bill request, you can quickly reference recent requests from the same supplier or vendor using the View recent button.
Please note: The View recent button is only shown when the request is On Approval, On Review, or On Hold. It is not shown for Approved, Rejected, Cancelled, or Draft requests. You will only see requests you have permission to view based on your role.
How to view recent requests
Open a Bill or Purchase Order request that is currently On Approval, On Review, or On Hold. In the request header, click on the View recent button next to the request's name:
A pop-up opens, displaying up to 10 recent requests of the same type from the same supplier, sorted by most recent. Click on a request's Name to open it in a new browser tab:
If more than 10 existing requests exist, click on View all to open the search page in a new browser tab, pre-filtered by the same request type and supplier:
Please note: This feature is currently available in beta for Xero and QuickBooks Online connected Organisations. If you would like to enable this feature, please contact us.