Admins can control whether a Purchase Order is optional or not required for each payment type, as part of Understanding Purchase Orders.
Before you start
- Purchase Orders must be included in your plan (Premium, Beta). If you don't see a Purchase Orders section under Account settings, check with your admin about your plan.
- Only the payment types your business uses appear here: for example, if Reimbursements isn't on your plan, you won't see a Reimbursements row.
Payment types you can set this for
- Accounts Payable: invoices and bills paid through Weel.
- Reimbursements
- Budget card transactions: card payments made from a budget.
Steps
- Go to Account settings.
- Select the Expense fields tab.
- Open the Purchase Orders section.
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For each payment type listed above, choose one of:
- Optional: the Purchase Order field appears on that payment type's form, but people can still submit without selecting one.
- No purchase order required: the Purchase Order field doesn't appear on that form at all.
What happens next
If someone selects a Purchase Order, it also has to belong to a budget that supports that payment type. If it doesn't, submission is blocked until they choose a different Purchase Order, even when the requirement is set to Optional.
Limitations
- Rules apply at the whole organisation (business) level, not per team, per budget, or per user.
- Every team submitting a given payment type sees the same setting.
- There's no way to override the setting for one individual payment; the organisation-wide rule always applies.
FAQ
Can I turn this off later?
Yes. You can change these settings at any time, as long as your business still has Purchase Orders on its plan.