Organisation-level purchase order settings

Where to find it

Settings → Organisation → Purchase orders

✅ Common tasks

Set auto-approval

1. Open the Purchase orders settings section.

2. Enable Auto-approve on full purchase order match.

3. Leave it off to keep full matches for normal review.

4. Remember that fraud, duplicate, or review-flagged invoices are never auto-approved.

This only applies when every invoice line fully matches a purchase order.

Edit email text

1. Open the Purchase order email template field.

2. Edit the message that is sent to suppliers.

3. Keep the {message} placeholder if you want the optional send-time message to appear.

4. Save the change by leaving the field.

If you remove {message}, the optional message will not show in the email.

Manage attachments

1. Open Purchase order attachments.

2. Click Add attachment to add a reusable file.

3. Enter a display name and choose a file.

4. Find an attachment and use its actions menu to edit or delete it.

5. Download the attachment first if you want to check the current file before replacing it.

Attachments are organisation-wide and are included on every new purchase order and supplier email.

🔗 See also

• Purchase orders

• Purchase order tabs, statuses and bulk actions

• Purchase order line items and fields

• Linking invoices to purchase orders and receipt status

• Purchase order approvals