Raising a purchase order means writing down what you are buying, from whom and at what price and getting sign-off before you order. What is purchase order?
Before you start
- Purchasing subscription
- Approve purchase transaction permission for approvers
The Sage Intacct way
Where to find it: Purchasing > Setup > Configuration > Approvals
- Give approvers the Approve purchase transaction permission (Company > Admin > Users > Purchasing).
- Go to Purchasing > Setup > Configuration and tick Enable purchasing approval.
- Add an approval policy for the purchase order transaction definition. Pick rule types such as user, user group, value approval or a title like manager.
- Users create the PO and submit it. Approvers approve it, then it can be converted.
Limits in Sage Intacct
- Value approval has a maximum of 6 levels.
- A definition set for match tolerance validation cannot go through approval.
The Pulsify way
- Raise and approve the purchase order in Sage Intacct as usual.
- When the invoice arrives, Pulsify links it to the purchase order and matches the lines.
- Differences in quantity or price are flagged for review before approval.
Pulsify connects to Sage Intacct. We set up the connection for you.
What Pulsify does not do here
- Raising and creating POs in Pulsify works with Xero only today. For Sage Intacct, Pulsify matches bills to the POs you raise there.
Common mistakes
- Giving approvers no Approve purchase transaction permission.
- Setting match tolerance validation on a definition you also want to route for approval.
More help
- How to raise a purchase order and get it approved in Business Central
- How to raise a purchase order and get it approved in MYOB Acumatica
- How to raise a purchase order and get it approved in Sage 200
- How to match a bill to a purchase order in Sage Intacct
- How to handle a partial delivery against a purchase order in Sage Intacct
- How to set up bill approval in Sage Intacct
- All Sage Intacct how-to guides
- Pulsify setup guides
Sources
Last checked 2026-10-19. Confidence: confirmed.
- www.intacct.com/ia/docs/en_US/help_action/Purchasing/Setting_up_Purchasing/Approvals/set-up-approvals-for-purchasing-transactions.htm
- www.intacct.com/ia/docs/en_US/help_action/Purchasing/Using_Purchasing/Match_tolerances/match-tolerances-overview.htm
Also confirmed by
Common questions
Do purchase orders need Purchasing approval switched on?
Yes. Tick Enable purchasing approval under Purchasing > Setup > Configuration, then add an approval policy for the purchase order transaction definition.
How many approval levels can value approval have?
Value approval has a maximum of 6 levels.
Can a PO with match tolerance validation go through approval?
No. A transaction definition set for match tolerance validation cannot go through approval.
Does Pulsify email the PO to the supplier?
No. Send the approved PO yourself.
Pulsify setup guides
Want this done for you?
Book a call to see how Pulsify handles supplier bills in Sage Intacct.