New budget tab in the configuration

We improved the logic of adding budgets to the PO and Invoice and avoided the deadlocks that were previously in the product. 

Now:

  • budget settings will be on a separate tab in the configuration
  • there is one checkbox “Required budget ” for PO and Invoice.
  • Approvers and creators can revise approved PO, even if all items are invoiced and received.

New fields in Precoro reports

This improvement will help our users to understand the correlation between Item, Document, and Company currencies.


General Data in PO Custom reports:

  • PO SUBTOTAL, document currency
  • TAX SUM, document currency
  • PO TOTAL, document currency
  • Document currency
  • PO Total, company currency
  • Company currency


General Data in Invoice Custom reports:

  • Invoice SUBTOTAL, document currency
  • Invoice TAX SUM, document currency
  • Invoice Total, document currency
  • Document currency
  • Invoice Total, company currency
  • Company currency
  • PO Total, document currency
  • PO Total, company currency


Purchase Order export by documents

  • Item currency 
  • Total, item Currency        
  • Exchange Rate, Item to Document currency 
  • Document currency        
  • Total, document currency        
  • Exchange Rate, Document to Company currency 
  • Company currency
  • Total, company currency


Purchase Order export by items 

и Invoice export by items

  • Item Currency        
  • Total, item Currency        
  • Exchange Rate, Item to Document currency 
  • Document currency        
  • Total, document currency        
  • Tax rate
  • Tax Total, document currency
  • Exchange Rate, Document to Company currency 
  • Company currency
  • Subtotal, company currency
  • Total, company currency