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...
Mon, 14 Dec, 2020 at 7:37 PM
Currency exchange rates
How to set up currency rates and how they are calculated. 1. In order to set up a currency rate you need to: - Choose the main currency rate while creat...
Fri, 15 May, 2020 at 11:35 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 steps ...
Thu, 7 Nov, 2019 at 1:46 PM
How to add/invite a user 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 the Con...
Mon, 11 May, 2020 at 8:58 PM
User roles in Precoro
There are a lot of user roles in Precoro (depending on which modules are turned on in your system). Here you can find all possible list of roles: ...
Fri, 15 May, 2020 at 2:57 PM
How to set up Custom Field for Documents (Departments/Projects)
This article will help you to set up a Custom Field for Documents. Custom Fields for Documents are assigned to the users and documents. Usually, this is t...
Thu, 15 Apr, 2021 at 1:29 PM
How to set up the approval workflow
First of all, think about things which will define your approval workflow: Which documents need to be approved? Which key factors could be changed or ...
Fri, 19 Feb, 2021 at 10:25 AM
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. Choose ...
Fri, 15 May, 2020 at 2:45 PM
How to set up tax rates
In order to automatically calculate all the taxes that you have, follow the steps:   Navigate to the left-side of the menu and choose Configuration &g...
Fri, 15 May, 2020 at 11:13 AM
How to create and set up Custom Fields for Products (Chart of Accounts/Cost Centers)
This article will help you to set up a Custom Field for Products. Custom Fields for Products are assigned to the products. Usually, this is the list of Cha...
Thu, 15 Apr, 2021 at 2:11 PM