Inactivate or reactivate a Purchase Order (PO)

If you no longer want a Purchase Order (PO) to be in your active PO list or show as an option to link to a bill, you can inactivate the PO. You can still view the PO, and reactivate if needed.

Notes:

• Neither inactivate or reactivate will sync to your accounting system. You'll need to take separate action there as needed.
• If a PO has a bill linked to it, you'll need to unlink the bill before you can inactivate
• To be eligible to enable PO Sync, you will need to be syncing with Oracle NetSuite, Sage Intacct or QuickBooks Desktop or Enterprise.
• Purchase Order Sync will be available to new Cashflow360 clients starting in May 2026 during their Cashflow360 onboarding appointment.
• Existing Cashflow360 clients will be able to enable Purchase Order Sync through a phased rollout beginning in June 2026.
  • Clients will receive an in-product notification with additional details when the functionality becomes available to them.

Inactivate a PO

1. Select Procurement in the navigation menu
2. Select Purchase Orders
3. Select the PO# you want to inactivate
4. Select More Actions
5. Select Inactivate PO

The PO will no longer appear in your active PO list, and won't be available to link to a bill. To view inactive POs, filter your POs list to include inactive POs.

Reactivate a PO

1. Select Procurement in the navigation menu
2. Select Purchase Orders
3. Remove the Active filter on the PO list by selecting the X on the active label at the top if the list
4. Select the PO# you want to reactivate
5. Select More Actions
6. Select Activate PO

The PO will now in your active PO list again, and will be available to link to a bill.