Purchase orders

Where to find it

Purchases → Purchase orders; Settings → Purchase order attachments

✅ Common tasks

Create a purchase order

1. Open the purchase orders page and choose New purchase order.

2. Enter any details you already know: supplier, number, order date, expected delivery date, currency, and notes.

3. Save the purchase order.

4. If you leave supplier empty, you can set it later after extraction or editing.

Manual purchase orders start in Draft and can be edited later.

Upload a purchase order file

1. Choose Upload purchase order and select a file.

2. Upload one or more files if needed; only the first file is used.

3. Cashfeed stores the file and creates an empty Draft purchase order shell linked to it.

4. Use the draft to add details and lines later; extraction happens separately.

Use invoice-type files only if they are a supported attachment format.

Manage organisation attachments

1. Open the organisation purchase order attachments screen.

2. Add a new attachment with a display name and file.

3. Rename an attachment, or replace its file with a new upload.

4. Download or delete attachments when they are no longer needed.

Admins and owners can manage organisation attachments.

🛠️ Troubleshooting

File upload is rejected

• Use a supported invoice/attachment file type.

• Keep the file under 50 MB.

• Upload only one file when creating a purchase order shell, or expect only the first to be used.

Can't add an attachment

• Check that you have Admin or Owner access.

• Make sure you included both a name and a file.

• Keep the attachment name within 191 characters.

Attachment update fails

• Provide at least a new name or a replacement file.

• If you replace the file, upload the new file again.

• Contact Cashfeed support if the attachment still cannot be saved.

Uploaded purchase order looks empty

• Open the draft and add supplier details, dates, currency, and notes manually.

• Add lines to the draft purchase order after upload.

• Remember that extraction is handled separately from the upload step.

🔗 See also

• Purchase order tabs, statuses and bulk actions

• Purchase order line items and fields

• Organisation-level purchase order settings

• Purchase order approvals

• Purchase order matching

• Suppliers (Companies)

• Getting documents into Cashfeed