Organisation-level purchase order settings

Where to find it

Settings → Organisation → Purchase orders

✅ Common tasks

Automate approvals and sending

1. Enable or disable Auto-approve on full purchase order match.

2. Enable or disable Automatically send purchase orders once approved.

Automatic approval skips invoices flagged for fraud, duplicates or review.

Edit the purchase order email

1. Edit the Purchase order email template.

2. Click outside the template field to save it.

3. Select Preview email to review it with sample purchase order data.

4. Include {message} to show an optional sending message.

Set approval requests separately in Purchase order approvals.

Add default attachments

1. Select Add purchase order attachment.

2. Enter an attachment name.

3. Choose a supported file up to 50 MB.

4. Select Add.

Default attachments are included with every new purchase order and supplier email.

🔗 See also

• Purchase orders

• Purchase order approvals

• Purchase order matching

• Linking invoices to purchase orders and receipt status

• Organisation settings overview