Export Approval History to Xero
A new option is now available to export approval history to Xero.
When enabled, the approval history will be attached as a text file to each exported invoice or credit note, providing better visibility and audit tracking directly within Xero.
Added Workflow Comment Column in PO Folder
We’ve introduced a new Workflow Comment column in the Purchase Order (PO) folder.
This enhancement allows users to easily view workflow-related comments directly within the PO list, improving visibility and reducing the need to open individual records to check approval notes or feedback.
Keyboard Navigation for Invoices
Users can now navigate between invoices using the left and right arrow keys while viewing an invoice.
PO Column Added to Export Folder
We’ve added a PO column to the Export folder, allowing you to easily view and reference the associated Purchase Order for each exported record.
Bulk Actions on Purchase Order List
When the Actions column is enabled on the Purchase Order list, the Bulk Action button will now be displayed. This makes it easier to perform bulk actions directly from the list view.
Improved Workflow Change Messaging on POs
We’ve improved the messaging when changing the workflow on a Purchase Order (PO) before it is saved.
Previously, an error message was shown, which could be confusing. This has now been replaced with a clear warning message to better reflect the correct behavior.
Note: You can still change the workflow before saving the PO, as the PO template has not yet been generated.