Accounting connection settings → General
Open the accounting connection settings for your organisation.
Find the purchase order sync option for your accounting connection.
Switch on purchase order sync.
Save the settings.
Wait for Cashfeed to fetch purchase orders from your accounting package and store them in Cashfeed.
This option is available only for supported accounting connections.
Expect synced purchase orders to come from your accounting package, not from manual entry in Cashfeed.
Use Cashfeed to review the imported purchase orders after sync completes.
Remember that syncing purchase orders is separate from Purchase orders created directly in Cashfeed.
Treat the accounting package as the source of truth for these synced records.
If you need to change order content in Cashfeed, check whether the order came from sync first.
Open the same accounting connection settings.
Turn off purchase order sync.
Save the settings.
Leave already synced purchase orders in Cashfeed unless you remove them separately in your workflow.
Turning sync off stops future imports; it does not undo previously imported records.
Check that purchase order sync is turned on in the accounting connection settings.
Confirm the accounting connection is active and still connected.
Wait for the next sync to run, then refresh Cashfeed.
Contact Cashfeed support if the setting is on but imports still do not arrive.
Check whether the purchase order was imported from your accounting package.
Compare the record with the original order in the accounting system.
Use the accounting package as the source of truth for synced order details.
Contact Cashfeed support if the imported data seems incomplete or wrong.
Open the accounting connection settings for the organisation.
Make sure you are looking at a supported accounting connection.
Check that you have permission to manage connection settings.
Contact your Cashfeed admin or support contact if the option should be available but is missing.
