Configurations

Enter Your Company's Information
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...
Wed, 28 Jul, 2021 at 11:57 AM
Currency Exchange Rates
How to set up currency rates and currency calculations. 1. To set up a currency rate you must: - Choose the main currency rate for use while creating a ...
Wed, 28 Jul, 2021 at 12:48 PM
How to switch between companies
You can access and manage multiple companies in Precoro. The list of your available companies appears in the top right corner of your dashboard.
Wed, 28 Jul, 2021 at 12:48 PM
How to Add Locations & Edit Location Information
Precoro uses Locations to separate and identify where your costs/purchases are made.    To set up Locations, please follow the steps bel...
Wed, 28 Jul, 2021 at 12:49 PM
How to Add/Invite a User and Set Up the User's Access
Precoro provides even greater value when your colleagues are also involved.   To invite a colleague, follow the steps below: Go to User manage...
Wed, 28 Jul, 2021 at 12:50 PM
User Roles in Precoro
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 r...
Mon, 16 Aug, 2021 at 12:47 PM
How to Set Up Documents Custom Field (Departments/Projects)
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 ...
Tue, 21 Sep, 2021 at 6:03 PM
How to Design & Set Up the Approval Workflow
As a first step, consider the who, what, when, why, and where questions to help to design your approval workflow: Which documents need to be approved? ...
Wed, 28 Jul, 2021 at 12:55 PM
How to Delete a User From the Approval Workflow
To delete a user from the approval workflow, follow these steps: Go to the left side of the menu and choose Configuration. Choose Approval workflow fo...
Wed, 28 Jul, 2021 at 12:56 PM
How to Set Up Tax Rates
For Precoro to automatically calculate your taxes, you need to activate the Taxes feature by executing these steps: Navigate to the left-side menu and cho...
Wed, 28 Jul, 2021 at 12:58 PM