Precoro Help Center

Congratulations on Joining Precoro!   We are grateful for your trust and delighted to have you as a client! And we will do our best to ensure tha...

The exchange rate is the feature that helps you manage the value of one currency for conversion to another. It is the value of one nation's currency ve...

You can access and manage multiple companies in Precoro. The list of your available companies appears in the top right corner of your dashboard. To...

Precoro uses Locations to separate and identify where your costs/purchases are made.    To set up Locations, please follow the steps below:   Go to the...

Precoro provides even greater value when your colleagues are also involved. The process of adding new users to your company depends on the type of your Acc...

There are many unique user roles in Precoro (depending on which modules are turned on in your system). Here you can find a listing of all the possible role...

This article will help you set up a Documents Custom Field. Documents Custom Fields are assigned to the users and documents and are usually the list of De...

In the first step, consider who, what, when, why, and where. These questions can help to design your approval workflow: Which documents need to be approve...

An Approval Workflow is a logical set of activities to streamline tasks or data in an organization. It pauses the process until a specified individual appro...

To automatically calculate your taxes in Precoro, you should activate the Taxes feature by executing these steps: Navigate to the left-side menu and choos...