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
- Give approvers the Approve purchase transaction permission under 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 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.
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.
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.
What Pulsify adds
- Raise and approve the purchase order in Sage Intacct as you do now.
- Open purchase orders come into Pulsify from Sage Intacct.
- When the bill arrives, Pulsify matches it to the purchase order line by line and flags differences.
- 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. More about purchase orders in Pulsify.
What Pulsify does not do
- Raising purchase orders in Pulsify is for Xero only. In Sage Intacct you raise them in Sage Intacct.
More help
- Purchase orders for Business Central
- Purchase orders for MYOB Acumatica
- Purchase orders for Sage 200
- Supplier statement reconciliation for Sage Intacct
- Invoice approvals for Sage Intacct
- Invoice capture for Sage Intacct
- All Sage Intacct how-to guides
Sources
Last checked 2026-10-19.
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.
Pulsify setup guides
Want this done for you?
Book a call to see how Pulsify handles purchase orders in Sage Intacct.