Purchase order approvals

Where to find it

Open a purchase order created in Cashfeed → Add approvers panel

✅ Common tasks

Add an approver

1. Open the purchase order and click Add approvers

2. Search by name or email, or pick a suggested approver

3. Select a match, or type an email and press Enter to invite someone new

4. Optionally add a whole approval team instead of individual people

Synced purchase orders from your accounting package can't use approvals, and Accountants can never be made approvers.

Respond to an approval request

1. Open the purchase order from the approval email or in Cashfeed

2. Review the order details

3. Click Approve or Decline

4. Add a message, especially if your organisation requires a reason for declines

You can only respond to the request assigned to your own account.

Manage and complete approvals

1. Remove an approver if they should no longer approve the order

2. Re-add the same email later to reactivate that request instead of duplicating it

3. Use Resend to email an active approver again

4. Resolve any declines before the order can move forward

The order is ready once every active approver has approved — if automatic sending is on, Cashfeed sends it right away.

🔗 See also

• Purchase orders

• Approval rules

• Approval teams

• Organisation-level purchase order settings

• Roles and permissions