Precoro Help Center
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Knowledge base
Main settings
Configurations
24
Enter Your Company's Information
Currency Exchange Rates and Rounding Settings
How to switch between companies
How to Add Locations & Edit Location Information
How to Add/Invite a User and Set Up the User's Access
View all 24
Suppliers management
13
How to Add and Manage Supplier
How to Delete/Disable a Supplier
How to Activate a Supplier
How to Import and Update Suppliers in Bulk
How to Update Suppliers in Bulk
View all 13
Two-factor authentication
3
Two-Factor Authentication in Precoro
How to Restore an Authy account
Two-factor authentication issues
Security
1
IP Access Control
Precoro usage
Warehouse request
2
How to Create and Track a Warehouse Request
How to Approve a Warehouse Request
Purchase requisition
6
How to Create a Purchase Requisition and Track It
How to create a Purchase Requisition from the Warehouse Request
How to Approve a Purchase Requisition
How to Import Items in the Purchase Requisition via Excel
How to manually complete Purchase Requisition
View all 6
Request for proposals
5
How to Create a Request for Proposal
How to Create a Request for Proposal from Purchase Requests
How to Track Request for Proposals
How to Choose the Winning Request for Proposals
How to fill out the Request for Proposal from the Supplier's side
Purchase orders
20
How to Create a Purchase Order
How to Approve a Purchase Order
How to Create a Purchase Order from Several Purchase Requisitions
How to Send a Purchase Order to a Supplier Manually or Automatically
How to Track a Purchase Order
View all 20
Receipts
5
How to Create a Receipt and Match it with the Purchase Order
How to Approve a Receipt
How to Track a Receipt
How to Cancel or Revise Receipts
Supplier Receipt Number
Invoices
12
How to Create an Invoice
How to Create an Invoice for a Purchase Order and Match it
How to Approve an Invoice
How to Track an Invoice
How to Import Items in Invoice via Excel
View all 12
Expenses
4
How to work with Budget module in Expenses
How to setup the Expenses module
How to approve an Expense
How to create and work with Expense document
Budgeting
8
Calculating and Tracking the Available Budget Sum
How to Create a Budget by Department or Project
How to Create and Track Budgets
How to Set the Deducted Sum for the Budget in Net or Gross Total or Using Custom Formula
How to Create a Budget by Accounts/General Ledger and Items
View all 8
Reports
18
How to Create an Inventory Report
How to Use a Purchase Order and Invoice Item Reports
Supplier Management Reports
Purchase Requisition Reports
How to Create a Custom Report
View all 18
Inventory
4
How to Set Up the Inventory
How to Create and Manage a Stock Transfer
How to Manage the Warehouse
Inventory consumption
Discounts
2
How to Activate the Discounts
How to Apply Discounts
User
6
User Roles
Email Notifications
User's Revision History
How to Delete / Deactivate a User
How to make a User active
View all 6
Suppliers Portal
4
Suppliers Portal
How to Invoice a Client from a Purchase Order
How to Add a New Supplier to the Suppliers Portal (Business side)
I am a Supplier. How do I use a Suppliers Portal?
Exporting data to accounting systems
2
How to Import the Orders and Invoices from Precoro to my QuickBooks Desktop account
Precoro Integration with XERO: Guide
FAQs and Troubleshooting
4
General FAQs
FAQs: Budgets
I see 'Your connection is not private' when accessing precoro.com
I Don't Receive the Emails from Precoro. What Should I do?
Supplier Registration
1
Setting up and utilizing Supplier Registration
Working with documents
2
How does re-approval process activation work in documents
Managing and editing documents by roles and statuses
Filters
1
How to Use Filters in Precoro
Integrations
Power BI
6
Power BI Custom Connector Integration
How to Set Up the Power BI Custom Connector
How to Load and Transform Data Tables via the Power BI Custom Connector
Building Reports and Dashboards in Power BI. Example of Precoro Data Usage
How to Set Up a Scheduled Refresh for Power BI
View all 6
API integration
6
1. Get Your API Token
2. Define What is Needed to Integrate and Configure Your Integration.
3. How to Get Attachments from Precoro via API
How to Filter Results in API?
How to Approve via Precoro's API?
View all 6
QuickBooks Online Integration
8
Suppliers and Items Integration
Establishing Integration with QuickBooks Online
Chart of Accounts, Classes, Customers and Projects in QuickBooks
Taxes
QuickBooks Locations
View all 8
NetSuite integration
16
Setting Up NetSuite Integration
How to import Vendors from NetSuite
NetSuite Integration. FAQ
How to integrate Withholding taxes with NetSuite
How to integrate the document numbers (PO #, Invoice #)
View all 16
Punchin with Amazon
3
How to setup and test Punchin with Amazon
What is the Punchin and how does it work with Amazon and Precoro
Frequently Asked Questions regarding Amazon Integration
SSO Setting
5
How to Set Up SSO with PingOne
How to Set Up SSO with Keycloak
How to Set Up SSO with Azure
SSO with Azure: Problem solving
How to Set Up SSO with Okta
Xero integration
8
Getting Started with Xero
Data synchronization between Xero and Precoro
Exporting Approved Purchase Orders to Xero
Exporting Approved Invoices to Xero
Importing Payments from Xero
View all 8
Integration with Slack
1
Integration with Slack
Google integration
3
Report export to Google-sheets based on schedule
How to Use Google Sign-in
Precoro integration with Google Sheets
Glossary
Requisitions
5
Purchase Requisition
Purchase Order
Request for Proposals
Expenses
Warehouse Request
Purchasing
6
Budgets
Invoice
Receipt
Tolerance Rate
Empty rows
View all 6
Item Management
3
Setting up and Using Similar Items
Item Bundles
Item Management
Approval Workflow
1
Approval Workflow
Custom Fields for Items and Custom Fields for Documents
3
Items Custom Fields and Documents Custom Fields
Documents Custom Fields: Types and Configuration
Functionality of Items Custom Fields
Supplier Registration
1
Supplier Registration
Changelog
Releases, 2022
34
Weekly update: September 29
Weekly update: September 22
Weekly update: September 15
Weekly update: September 8
Weekly update: September 1
View all 34
Releases, 2021
43
Weekly Update: December 23
Weekly Update: December 16
Weekly Update: December 9
Weekly Update: December 2
Weekly Update: November 25
View all 43
Releases, 2020
18
Future release: 13 of October
10, September
27, August
30, July
6, August
View all 18
Releases, 2019
27
9th of December
14 January
24 January
10th of June
25th of June
View all 27
Releases, 2018
12
29 March
27 April
31 May
27 June
28 July
View all 12
General changes
1
What is the GDPR?
