--- title: How to add PO requestor to the approval policy for bill? description: It is crucial to have the PO requester details filled in before a bill moves to the pending approval state. --- [Skip to content](https://help.peakflo.co/how-to-add-po-requestor-to-the-approval-policy-for-bill#main-content) [![PEAKFLO LOGO GRAM_NO BG-1](https://help.peakflo.co/hs-fs/hubfs/PEAKFLO%20LOGO%20GRAM_NO%20BG-1.png?width=117&height=30&name=PEAKFLO%20LOGO%20GRAM_NO%20BG-1.png)](https://peakflo.co/) - [Go to Customer Portal](https://help.peakflo.co/tickets-view) - [Go to peakflo.co](https://peakflo.co/) Open main navigation Close main navigation - [Go to Customer Portal](https://help.peakflo.co/tickets-view) - [Go to peakflo.co](https://peakflo.co/) Hello! How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.peakflo.co/?hsLang=en) 2. [Accounts Payable](https://help.peakflo.co/accounts-payable?hsLang=en) 3. [Approval Workflow](https://help.peakflo.co/accounts-payable?hsLang=en#approval-workflow) # How to add PO requestor to the approval policy for bill? ## In the AP process, it is crucial to have the PO requester details filled in before a bill moves to the pending approval state. This ensures that the correct approver can be identified and the approval process can proceed smoothly To add the PO requester to the first level of approval policy, follow the below-mentioned steps: 1. In your navigation menu, click **'Settings'** from the left navigation menu and go to **'Approval policies'. ![Screenshot 2024-05-31 at 12.10.35 AM](https://help.peakflo.co/hs-fs/hubfs/Screenshot%202024-05-31%20at%2012.10.35%20AM.png?width=600&height=305&name=Screenshot%202024-05-31%20at%2012.10.35%20AM.png)** 2. Click on the Add New button. **![Screenshot 2024-05-31 at 12.12.40 AM](https://help.peakflo.co/hs-fs/hubfs/Screenshot%202024-05-31%20at%2012.12.40%20AM.png?width=600&height=207&name=Screenshot%202024-05-31%20at%2012.12.40%20AM.png)** 3. The approval policy box will appear. Add the name of the policy and tick the boxes for "Bills". Then fill in the amount, bracket, and logic details. For a detailed walkthrough of accounts payable approval policies refer to "**[How to set up approval policies for Accounts Payable?](https://help.peakflo.co/how-to-set-up-approval-policies?hsLang=en)**["](https://help.peakflo.co/how-to-set-up-approval-policies?hsLang=en) 4. To add the PO requestor as an approver select the "**PO Requester**" option from the approval level drop-down menu. You can also add "**PO Requester's direct manager**" as an approver too.   ![Screenshot 2024-05-31 at 12.17.22 AM](https://help.peakflo.co/hs-fs/hubfs/Screenshot%202024-05-31%20at%2012.17.22%20AM.png?width=450&height=513&name=Screenshot%202024-05-31%20at%2012.17.22%20AM.png) 5. Once all the details are filled out, click on "**Save and Close**". ![Screenshot 2024-05-31 at 12.37.15 AM](https://help.peakflo.co/hs-fs/hubfs/Screenshot%202024-05-31%20at%2012.37.15%20AM.png?width=450&height=610&name=Screenshot%202024-05-31%20at%2012.37.15%20AM.png) Now, you will be able to check the PO requestor's name in the Bill edit form when the PO is matched to the bill. ![Screenshot 2024-05-31 at 12.29.36 AM](https://help.peakflo.co/hs-fs/hubfs/Screenshot%202024-05-31%20at%2012.29.36%20AM.png?width=450&height=615&name=Screenshot%202024-05-31%20at%2012.29.36%20AM.png) If multiple purchase orders are linked to a single bill, the name of the PO requester will correspond to the first PO matched with the bill. The PO requestor's name will appear in the approval timeline too. ![Screenshot 2024-05-31 at 12.30.48 AM](https://help.peakflo.co/hs-fs/hubfs/Screenshot%202024-05-31%20at%2012.30.48%20AM.png?width=450&height=566&name=Screenshot%202024-05-31%20at%2012.30.48%20AM.png)   - [New to Peakflo?](https://help.peakflo.co/new-to-peakflo?hsLang=en) - [Accounts Payable](https://help.peakflo.co/accounts-payable?hsLang=en#main-content) - [Getting Started](https://help.peakflo.co/accounts-payable?hsLang=en#getting-started) - [Rules](https://help.peakflo.co/accounts-payable?hsLang=en#rules) - [Approval Workflow](https://help.peakflo.co/accounts-payable?hsLang=en#approval-workflow) - [Custom Fields](https://help.peakflo.co/accounts-payable?hsLang=en#custom-fields) - [Vendors](https://help.peakflo.co/accounts-payable?hsLang=en#vendors) - [Purchase Requests](https://help.peakflo.co/accounts-payable?hsLang=en#purchase-requests) - [Purchase Quotes](https://help.peakflo.co/accounts-payable?hsLang=en#purchase-quotes) - [Purchase Orders](https://help.peakflo.co/accounts-payable?hsLang=en#purchase-orders) - [OCR](https://help.peakflo.co/accounts-payable?hsLang=en#ocr) - [Bill Management](https://help.peakflo.co/accounts-payable?hsLang=en#bill-management) - [My Approvals](https://help.peakflo.co/accounts-payable?hsLang=en#my-approvals) - [Goods Receipt Notes & Service Receipt Notess](https://help.peakflo.co/accounts-payable?hsLang=en#goods-receipt-notes-service-receipt-notess) - [Budget](https://help.peakflo.co/accounts-payable?hsLang=en#budget) - [Reconciliation](https://help.peakflo.co/accounts-payable?hsLang=en#reconciliation) - [Reports](https://help.peakflo.co/accounts-payable?hsLang=en#reports) - [Wallet & Transactions](https://help.peakflo.co/accounts-payable?hsLang=en#wallet-transactions) - [Payments](https://help.peakflo.co/accounts-payable?hsLang=en#payments) - [Vendor Onboarding Management](https://help.peakflo.co/accounts-payable?hsLang=en#vendor-onboarding-management) - [Vendor Portal](https://help.peakflo.co/accounts-payable?hsLang=en#vendor-portal) - [WhatsApp Vendor Portal](https://help.peakflo.co/accounts-payable?hsLang=en#whatsapp-vendor-portal) - [Three-way Matching](https://help.peakflo.co/accounts-payable?hsLang=en#three-way-matching) - [Accounts Receivable](https://help.peakflo.co/accounts-receivable?hsLang=en#main-content) - [Getting Started](https://help.peakflo.co/accounts-receivable?hsLang=en#getting-started) - [Invoice Management](https://help.peakflo.co/accounts-receivable?hsLang=en#invoice-management) - [Workflow Management](https://help.peakflo.co/accounts-receivable?hsLang=en#workflow-management) - [Actions](https://help.peakflo.co/accounts-receivable?hsLang=en#actions) - [Customer Management](https://help.peakflo.co/accounts-receivable?hsLang=en#customer-management) - [Customer Portal](https://help.peakflo.co/accounts-receivable?hsLang=en#customer-portal) - [Collections](https://help.peakflo.co/accounts-receivable?hsLang=en#collections) - [Reports](https://help.peakflo.co/accounts-receivable?hsLang=en#reports) - [Credit Notes](https://help.peakflo.co/accounts-receivable?hsLang=en#credit-notes) - [Integrations Page](https://help.peakflo.co/integrations-page?hsLang=en#main-content) - [Basics](https://help.peakflo.co/integrations-page?hsLang=en#basics) - [Peakflo API](https://help.peakflo.co/integrations-page?hsLang=en#peakflo-api) - [Xero](https://help.peakflo.co/integrations-page?hsLang=en#xero) - [NetSuite](https://help.peakflo.co/integrations-page?hsLang=en#netsuite) - [Jurnal](https://help.peakflo.co/integrations-page?hsLang=en#jurnal) - [Quickbooks](https://help.peakflo.co/integrations-page?hsLang=en#quickbooks) - [Microsoft Dynamics 365 Business Central](https://help.peakflo.co/integrations-page?hsLang=en#microsoft-dynamics-365-business-central) - [Microsoft Dynamics 365 Finance & Operations](https://help.peakflo.co/integrations-page?hsLang=en#microsoft-dynamics-365-finance-operations) - [Zalo](https://help.peakflo.co/integrations-page?hsLang=en#zalo) - [SFTP](https://help.peakflo.co/integrations-page?hsLang=en#sftp) - [SAP](https://help.peakflo.co/integrations-page?hsLang=en#sap) - [Travel & Expense Management](https://help.peakflo.co/travel-expense-management?hsLang=en) - [Payment Automation](https://help.peakflo.co/payment-automation?hsLang=en) - [Reports](https://help.peakflo.co/reports?hsLang=en) - [Legal Notes](https://help.peakflo.co/legal-notes?hsLang=en) - [General Questions](https://help.peakflo.co/general-questions?hsLang=en) - [Guides for Partners](https://help.peakflo.co/guides-for-partners?hsLang=en) - [Latest Releases](https://help.peakflo.co/latest-releases?hsLang=en) - [Offboarding](https://help.peakflo.co/offboarding?hsLang=en) - [Peakflo Ticket Portal](https://help.peakflo.co/peakflo-ticket-portal?hsLang=en) - [Peakflo 20X](https://help.peakflo.co/peakflo-20x?hsLang=en) [![Chill listening crop-3](https://help.peakflo.co/hs-fs/hubfs/Gmail-ads_Logo1-min.png?width=55&height=55&name=Gmail-ads_Logo1-min.png "Chill listening crop-3")](http://peakflo.co) peakflo.co Help Center Copyright © 2026, Peakflo