Purchase Orders - Add side-by-side split-screen viewer for document attachments
Purchase Orders - The ability to view attachments beside the purchase order has been lost in the recent upgrade.
Bills have retained this feature, while this function has been lost in the Purchase Order window.
You now must open a second window to view attachments e.g. Packing slips/ Invoices when reconciling or creating new POs. This detracts from the user experience and makes this process cumbersome.
Tony Flint
shared this idea
Hi Tony, thanks for raising this idea. We can see how being able to view document attachments side-by-side while working on Purchase Orders would help make reviews more efficient.
I’ve moved this idea to Gaining Support so we can track interest and help our product teams understand the value of bringing the side-by-side attachment view from Bills into Purchase Orders as well.
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Jared Fitzclarence
commented
This would be immensely helpful when creating Invoices, Bills, Purchase Orders, Spend Money, Recieve Money. Essentially upload the supporting file first and then check all of the details.
Particularly in my case I would use the MCP connector to have Claude create the new bill or PO etc but have it as a draft, then when a human is checking it, it is sitting right their side by side in their screen to check prior to approval. (I have already created a request to allow MCP to upload files)
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Accounts UK Business IT
commented
Please add the ability to view attachments (PDFs, images, invoices, delivery notes) side‑by‑side within the Purchase Order screen — similar to the existing viewer available on Draft Bills and in New Invoicing.
At present, PDF attachments can only be downloaded or opened in a separate tab, which breaks workflow and makes data entry or checking details more time‑consuming.
Xero’s own guidance confirms that PO attachments currently open separately and cannot be previewed within the same window.A side‑by‑side viewer would improve accuracy and efficiency by enabling users to compare line items, quantities, pricing, or supplier documents without switching away from the PO screen.
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Belinda Lock
commented
Prior to the most recent update, you used to be able to view/refer to a purchase order's attached invoice from within the Purchase Order screen. Now you have to open a duplicate tab to do the same task. A 30-second task now takes much longer. This is frustrating when you're individually processing many purchase orders/bills in a day. Opening tabs, dragging them to another screen, closing tabs etc etc. I noticed that you moved the attachments back up to the top of the screen where it used to be - can we go back to the good ol' days with the opening of the attachments too!