Request Version History (QuickBooks Online)
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 the 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
- Expenses
This feature is available in Advanced/Premium plans and trials.
This is 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 why changes were made to a request through the history
- 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 QuickBooks Online requests started on 19 August 2024.
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