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...
Thu, 7 Nov, 2019 at 1:42 PM
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
How to set up Departments or Projects
You can use Document Cost Center for tracking your spendings by departments or projects.   To configure it please follow the steps below: Map all the D...
Mon, 11 May, 2020 at 9:25 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, 15 May, 2020 at 10:29 AM
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
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
Document Cost Center settings
Once adding Department/Project as a Document Cost Center (DCC), the right settings should be made. Below are definitions which will help you set your DCC: ...
Fri, 15 May, 2020 at 1:25 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. Choose ...
Fri, 15 May, 2020 at 2:45 PM
How to insert a comma to separate the thousands
Different countries officially designate different symbols to use specific symbols to separate thousands. In the United States, this symbol is a comma (,)....
Fri, 15 May, 2020 at 2:49 PM