Configurations

Fill the company info
Congratulations on joining Precoro!   We hope that you'll have a great experience with us.  Our dedicated team will help you achieve the results tha...
Fri, 19 Jul, 2019 at 11:28 AM
How to add locations/edit the info about location
Locations in Precoro are used to divide your costs by the locations for which purchases will be made.    In order to set this up, please follow the ...
Mon, 14 Jan, 2019 at 4:30 PM
How to add your teammates and set up the user's access
Precoro makes more sense when your colleagues are also involved.   To invite a colleague follow the steps below: Go to User management (within th...
Thu, 18 Jul, 2019 at 6:14 PM
How to set up Departments or Projects
To track your spendings across Departments or Projects, you can use the Document Cost Center.   To configure it please follow the steps below: Map a...
Fri, 2 Aug, 2019 at 9:33 AM
How to set up the approval workflow
First of all, you should think about: What documents need to be approved? What key factors could be changed or considered while approving? Who i...
Fri, 11 Oct, 2019 at 11:24 AM
How to set up Tax rates
In order to automatically calculate all of the taxes that you have, follow the below steps:   Navigate to the left-side of the menu and choose Configu...
Wed, 26 Dec, 2018 at 10:42 AM
Currency exchange rates
How to set up currency rates and how are they calculated? 1. To setup currency rate you need to: - Choose main currency rate while creating a company -...
Fri, 23 Nov, 2018 at 3:07 PM
How to restrict access to documents by Department, Project or any other custom value
Basically, all the users have access to their documents by available Locations. Initiators have access only to the documents they've created. The ...
Tue, 2 Apr, 2019 at 6:46 PM
How to delete a user from the approval workflow
In order to delete a user from the approval workflow, please follow the steps below: Go to the left-side of the menu and choose Configuration. Cho...
Fri, 16 Nov, 2018 at 5:40 PM
How to insert a comma to separate the thousands
Some of the countries use a specific character to separate groups of thousands. In the United States, this character is a comma (,). In Germany, it is a pe...
Wed, 26 Dec, 2018 at 10:47 AM