Settings → Organisation → Purchase orders
Open the Purchase orders settings section.
Edit the purchase order email template text.
Include {message} where you want supplier-added notes to appear.
Save by leaving the field, or after making your change.
If you remove {message}, the optional message no longer appears in the email.
Find Auto-approve on full purchase order match.
Turn it on to approve invoices automatically when every line fully matches a purchase order.
Leave it off if you want matches to continue through normal review.
Remember that invoices flagged for fraud, duplicates, or review are never auto-approved.
For approval behaviour beyond this setting, see Approval rules.
This only applies when the invoice fully matches the purchase order line by line.
Go to Purchase order attachments in the same settings section.
Add a display name for the file.
Choose a file to upload; the name is shown to suppliers, not the original filename.
Save the attachment to make it available on new purchase orders.
Use the attachment menu to rename, replace, download, or delete a file.
Attachments are automatically added to every new purchase order and included when sending to suppliers.
Check that the email template includes {message} if you want the optional message to show.
Remove extra edits and save again.
Use the default template if you are unsure what to include.
Confirm every invoice line fully matches a purchase order.
Check whether the invoice is flagged for fraud, duplicates, or review.
Leave approval handling to the normal workflow when the match is not complete.
Make sure you selected a file before saving.
Try a different file type if the upload is rejected.
Retry with a smaller file if the file is very large.
Contact Cashfeed support if the file still will not upload.
Refresh the page after saving.
Check that you edited the correct organisation.
Open the attachment menu to confirm the new name or file was saved.
