Finance admins can control which payment types require a Purchase Order before payment.
Supported payment types
You can require a Purchase Order for:
Accounts Payable
Reimbursements
Card transactions
How to enable PO requirements
Go to Account settings
Open Expense fields and review the Purchase Orders section
Select which payment types require Purchase Orders - whether they are Mandatory, Optional or No purchase order required
What users see
If a PO is mandatory:
Users are prompted to select an approved PO
Payments cannot be submitted without one
If a PO is optional:
Users are prompted to select an approved PO
Payments can be submitted without one
If a PO is not required:
The PO field will not appear in the forms
Important limitations
Rules apply at an organisation level
Different teams cannot have different rules
Admins cannot override PO requirements on individual payments
FAQs
Can I turn this off later?
Yes. PO requirements can be updated at any time by an admin.