# Purchase orders for Sage Intacct

Sage Intacct has purchase orders built in. Pulsify matches each bill to the purchase order you raised in Sage Intacct and shows what is left to bill.

A purchase order is the written order you send a vendor before they deliver, so the bill can be checked against it later.

## What Sage Intacct does on its own

Purchasing application creates and approves POs.

- Separate subscription.

## What you need in Sage Intacct

- Purchasing subscription
- Approve purchase transaction permission for approvers

## Setting it up in Sage Intacct

Where to find it: Purchasing > Setup > Configuration > Approvals

1. Give approvers the Approve purchase transaction permission under Company > Admin > Users > Purchasing.
2. Go to Purchasing > Setup > Configuration and tick Enable purchasing approval.
3. Add an approval policy for the purchase order transaction definition.
4. Pick rule types such as user, user group, value approval or a title like manager.
5. Users create the PO and submit it. Approvers approve it, then it can be converted to a receipt.

## Good to know in Sage Intacct

- Purchasing is a separate subscription from Accounts Payable.
- Value approval has a maximum of 6 levels.

## How to do it in Sage Intacct

### How to raise a purchase order and get it approved in Sage Intacct

Tick Enable purchasing approval under Purchasing > Setup > Configuration and add an approval policy for the purchase order transaction definition. Approvers approve the PO before it can be converted. Full guide: https://www.pulsify.tech/how-to/raise-a-po-and-get-it-approved-in-sage-intacct/

### How to match a bill to a purchase order in Sage Intacct

In Sage Intacct, open the purchase order, compare each bill line to the purchase order line on quantity and unit price and query any difference before you approve. Full guide: https://www.pulsify.tech/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

In Sage Intacct, keep the purchase order open, check each bill against what has been billed so far and close the purchase order only when the last delivery is invoiced. Full guide: https://www.pulsify.tech/how-to/handle-a-partial-delivery-against-a-po-in-sage-intacct/

## What Pulsify adds

1. Raise and approve the purchase order in Sage Intacct as you do now.
2. Open purchase orders come into Pulsify from Sage Intacct.
3. When the bill arrives, Pulsify matches it to the purchase order line by line and flags differences.
4. A panel shows how much of the purchase order has been billed and what is left.

Pulsify connects to Sage Intacct. We set up the connection for you.

What Pulsify does not do:

- Raising purchase orders in Pulsify is for Xero only. In Sage Intacct you raise them in Sage Intacct.

## Common questions

### Is Purchasing included with Sage Intacct Accounts Payable?

No. Purchasing is a separate subscription. Purchase orders, receipts, PO purchase invoices and match tolerances all sit in it. Bills keyed directly in Accounts Payable do not need it.

### Can I receive part of a PO?

Yes. Convert the order to a PO receipt for the quantity received. Partial conversion handling decides whether the order stays open, closes with a back order or closes.

### Should every purchase have a purchase order?

Most teams set a dollar amount or a supplier list. Regular small bills such as power often skip a PO and go through approval instead.

## Sources

- https://www.intacct.com/ia/docs/en_AU/help_action/Intacct_basics/International/Region_overviews/Australia.htm
- https://www.intacct.com/ia/docs/en_AU/help_action/Purchasing/Using_Purchasing/Match_tolerances/match-tolerances-overview.htm

Source: https://www.pulsify.tech/purchase-orders-for-sage-intacct/ (last checked 2026-10-19)