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Latest Updates: app.precoro.com on July 17, app.precoro.us on July 31.

Learn about the latest product updates from July.

TABLE OF CONTENTS

Easily Spot AI-Matched Items in Auto-Created Invoices

We’ve added a new marker to items in AI-created invoices that shows if an item was matched with an item in the related order. The marker benefits users of AI-enhanced invoice-to-order matching and invoice auto-creation and appears on the invoice document page opposite every item that was matched. Hovering over it will show the corresponding item in the order. This feature helps you check that all the items were matched accurately.

A document screenshot showing marked items

We’ve also added a similar marker to the auto-created invoices on the AP inbox page to make the attachment list even more informative.

A marker on a related invoice in AP Inbox

Appoint Users to Receive Billing Notifications

You can now select which users with the Configuration role receive billing-related emails, including:

  • upcoming subscription or account expiration;
  • account freeze;
  • subscription usage summary;
  • add-on expiration.

To select the users:

  1. Navigate to the Billing page and click the Billing Information (previously called Legal Address) button in the top right.
  2. You will see a pop-up window. In the Billing Contacts field, select the users who need to receive the notifications. If the field is empty, all configurators will receive the emails.
  3. Press Save to confirm the changes.

An image showing where to add billing contacts
If an appointed user is deactivated, the notifications will be sent to the substitute instead.

Filter Items by Custom Fields on More Pages

With additional filters by custom item fields, you can minimize scrolling and find necessary items faster than ever before. To use a field in filters, please open its configuration, find the “Available to select in:” section, check the Items box, and press Update to save the changes. 

You can apply these filters in:

  • the Update Items template in Item Management;
  • the Add/Update Stock Balance templates;
  • the Catalog when adding items to warehouse requests, purchase requisitions, orders, requests for proposals, and invoices.

Filter by custom item fields is also available when you create:

  • purchase requisitions from warehouse requests,
  • requests for proposals from purchase requisitions;
  • purchase orders from requisitions and requests for proposals.

This feature will be especially helpful for users and companies transitioning from categories to custom fields.

Apply the More Predictable 3-Way Match Functionality

This update improves the Matching and 3-Way Match logic, activating them in the same order when both processes are required.

When you receive an invoice that differs from the related purchase order in items, prices, or quantities, and the difference exceeds the tolerance limit, both documents obtain the Matching status. The PO initiator can see the discrepancies in the PO document page and has to approve or reject the changes. You can review the full list of matching triggers here.

If you also have the 3-Way Match setting enabled in Configuration → Basic Settings → Documents Setup → Invoices, the invoice can’t be confirmed before receipts are created for all invoiced items. The invoice can only obtain the Pending Receipt status after the matching is resolved.

Removed Item Management from Supplier Portal

We’ve removed the Item Management module available for suppliers in the Supplier Portal to provide a more straightforward interface. Depending on your role, you can still access Product Catalog or Item Management as a company user. If you’re interested in accessing catalogs maintained by suppliers, please consider setting up PunchOut Integrations.

Improved Warehouse Items API Request

The response to the Warehouse Items API request now includes all items, including out-of-stock ones. This will help you track which items are no longer available in the warehouse and need to be ordered.

View Additional Changes to User Status Upon Deactivation

When deactivating a user, you will see a warning informing you how this action affects the user’s status in other companies. Deactivating a user in one company makes them active in another one. If the user becomes active in a company they weren’t invited to after you confirm the action, they will be automatically invited to that company. This information will help you control user access and make informed decisions regarding user deactivation.

Fill Out Custom Fields Conveniently with Better Option Sorting

With this update, the Sort Options by setting you select when configuring custom document and item fields will not only affect the field’s configuration page. The options will also be sorted according to this rule for the following actions:

  1. Document creation, including documents based on previously created ones.
  2. Document editing.
  3. Filtering in document lists and reports.

A screebshot showing how to choose option sorting in custom field setingsAn example of sorted options on a document creation page

Enable or Disable Units on the Company Level

You can find the new Enable Units setting in Configuration → Basic Settings → Document Setup → Item Management. By default, units are enabled, but you can stop using them if they are unnecessary for the items and services you order. 

If you deactivate this setting, units will no longer be available in these modules:

  • all document modules,
  • Inventory,
  • Item Management,
  • Reports (preconfigured reports by Precoro).

Units also won’t be available in import and update templates when:

  • importing items into documents,
  • importing or updating the stock balance, 
  • importing or updating items in Item Management.