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 supported 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:
Supported request types
The View recent button shows on the following request types:
Accounting system | Supported request types |
Xero | Bills, Purchase Orders, Sales Invoices, Sales Quotes, Expense Claims, Payable Credit Notes, Receivable Credit Notes |
QuickBooks Online | Bills, Purchase Orders, Expenses, Invoices |
NetSuite | Vendor Bills, Purchase Orders, Vendor Return Authorisations, Item Receipts, Sales Orders, Invoices, Expense Reports, Bill Payments |
Please note: The View recent button is not available for standalone requests, journal entries, contacts/vendors, or Batch Payments.