Updates:
- Receipts and Expenses: changes in the re-approval after the documents' revision
- ‘Available DCF’ and ‘Available Locations’ filters on the Company Users page were added
- An ability to sort users by Email Address/Full Name was added to the Company Users page
- Items sorting has been added to the Item Management page
Receipts and Expenses: changes in the re-approval after the documents' revision
We changed the process of the documents' re-approval after the revision. This feature was added to the Receipts and Expenses.
Precoro will not trigger the re-approval in the following cases:
- If there were not any changes at all — it works both for Receipts and Expenses.
- If there were changes of Items Custom Fields only — it works for Receipts only.
- Changes of Items Custom Fields if the Budget or Budget Line remains the same — it works for Expenses only.
- Changes of Items Custom Fields if the document's budget does not include any Items Custom Fields — it works for Expenses only.
'Available Documents Custom Fields' and 'Available Locations' filters on the Company Users page were added
- Filers by Documents Custom Fields — you can filter users by available or unavailable Departments / Projects.
- Filters by Locations — you can filter users by available or unavailable Locations.
How to find them in Precoro:
An ability to sort users by Email Address/Full Name was added to the Company Users page
Due to this release, you can sort users in alphabetical order on the Company Users page.
Editing and searching for users is now more user-friendly in Precoro.
To sort users, just click this column name:
Items sorting has been added to the Item Management page
By clicking on the Items Custom Field name, you can sort all items alphabetically.
To sort items by Items Custom Field, just click the following button: