Updates:

  1. Custom Reports improvements
  2. IP Access Control
  3. Documents Custom Fields of all types can be displayed in emails
  4. Reminders can be sent to the integrated Slack workspace

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Custom Reports improvements


With this release, our team added some improvements to Custom Reports. 


Pending Approval Step filter

This filter was added to the following Custom Reports:

  • Warehouse Requests
  • Purchase Requisitions
  • Purchase Orders
  • Receipts
  • Invoices
  • Expenses


With the 'Pending Approval Step' filter, you can find documents on the certain Approval Step.



Draft, Rejected, and Canceled document statuses were added to reports

These document statuses were added to the following Custom Reports:

  • Warehouse Requests
  • Purchase Requisitions
  • Purchase Orders
  • Receipts
  • Invoices
  • Expenses


You can find these statuses in filters, and they will be shown in exported reports. 


Approval time is displayed in 'Approval Step #{}, Date', and 'Final Approval Date' columns 



The Item Description column was added to Custom Reports

It was added to the following Custom Reports:

  • Warehouse Requests
  • Purchase Requisitions
  • Purchase Orders
  • Receipts
  • Invoices
  • Expenses

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IP Access Control

This functionality helps with the following :

  • The ability to control where users use the Precoro.
  • Limit the possibility of logging in to Precoro outside the office.


You can read more about IP Access Control here.

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Documents Custom Fields of all types can be displayed in emails


Due to this release, users can see Documents Custom Fields of drop-down, text, and date types in the emails.  


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Reminders can be sent to the integrated Slack workspace


The following reminders can be sent to Slack:


1. Documents require actions from you in Precoro

2. Approval reminder

You can read more about Slack integration
here