---
title: "Weekly update: August 17"
description: See the current Precoro updates that are already here today!
---

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# Weekly update: August 17

#### TABLE OF CONTENTS

- [New Infocard for Overdue Orders](https://help.precoro.com/weekly-update-august-17-23#Infocard-Overdue-Orders)
- [Added Pending Receipt Infocard](https://help.precoro.com/weekly-update-august-17-23#Pending-Receipt-Infocard)
- [Better Warehouse Request Editing Experience](https://help.precoro.com/weekly-update-august-17-23#Better-Warehouse-Request-Editing)
- [Added New Filter Options](https://help.precoro.com/weekly-update-august-17-23#New-Filter-Options)
- [New Inactive Statuses for Item and Document Custom Fields](https://help.precoro.com/weekly-update-august-17-23#Inactive-Statuses)
- [Optimizing Current Filtering Options](https://help.precoro.com/weekly-update-august-17-23#Optimizing-Current-Filtering)
- [Improving Working Logic for the Supplier Registration Form](https://help.precoro.com/weekly-update-august-17-23#Improving-Supplier-Registration)
- [Import Custom Segments from NetSuite](https://help.precoro.com/weekly-update-august-17-23#Custom-Segements)
- [Send Pending Documents to QuickBooks](https://help.precoro.com/weekly-update-august-17-23#Send-Pending-Documents-to-QuickBooks)
- [Automatic Invoice with OCR as a Single Line Creation](https://help.precoro.com/weekly-update-august-17-23#Automatic-Invoice-with-OCR)

### **New Infocard for Overdue Orders**

We have added a new infocard on the [Receipt](https://app.precoro.com/receipt) management page that allows you to see the **Overdue** orders. It will help you quickly manage those past the set Delivery Date documents that the Supplier still needs to send, or you still need to create the Receipts for.

The filtering parameters for this infocard include:

- **Delivery Date** earlier than today.
- Document **Status** that is **Approved** and **Not** **Received.**

 On the [Receipt](https://app.precoro.com/receipt) page, when you click the Overdue infocard you will be prompted to select overdue Purchase Orders for creating new Receipts. Additionally, you can also apply filters on that page and mass-select the overdue orders.

<iframe data-hsv-src="https://play.hubspotvideo.com/v/1903299/id/130174562724" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="130174562724" data-hsv-style="" data-hsv-width="688" data-hsv-height="357" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

### Added Pending Receipt Infocard

Now, you can instantly see the number of **Pending Receipt** documents with the infocard added to the following pages:

- Purchase Order management page.
- Receipt management page, which redirects to the Purchase Order selection for the Receipt creation page.

![](https://help.precoro.com/hubfs/Monosnap%20screencast%202023-08-16%2012-14-04-gif.gif)

### Better Warehouse Request Editing Experience

Now, when editing the Warehouse Request document, you will be able to view and correct information in the **Post to Warehouse** field.

The **Post to Warehouse** field can only be edited in **Draft** or **In** **Revision** Statuses. When the document is Approved, the **Post to Warehouse** field will not be available for editing.

<iframe data-hsv-src="https://play.hubspotvideo.com/v/1903299/id/130399522692" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="130399522692" data-hsv-style="" data-hsv-width="688" data-hsv-height="398" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

### **Added New Filter Options**

Working with filters becomes even more convenient with new:

- **Payment Date** filter added on the [Invoice](https://app.precoro.com/invoice) management page available in the advanced set of filters where you can select the needed date range:

![](https://help.precoro.com/hubfs/Monosnap%20Invoices%202023-08-15%2015-57-19-png.png)

The **Payment Date** filter will sort out the information using the **Payment date** field from **Payments**: 

![](https://help.precoro.com/hubfs/Monosnap%20Invoice%20%23558%202023-08-15%2016-02-11-png.png)

- The **Payer** filter on the [Payments](https://app.precoro.com/invoice/payment) management page in Precoro is available in the advanced set of filters where you can select the needed people from the drop-down list. Also, note that you can add multiple Payers to the filter at once:

<iframe data-hsv-src="https://play.hubspotvideo.com/v/1903299/id/130184311091" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="130184311091" data-hsv-style="" data-hsv-width="688" data-hsv-height="357" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

### New Inactive Statuses for Item and Document Custom Fields

You can quickly identify **inactive Item and Document Custom Fields** by their statuses. Also, the deactivated options will always be displayed at the bottom of the filter.

These statuses are available in both fast and advanced sets of filters.

![](https://help.precoro.com/hubfs/Monosnap%20Invoices%202023-08-15%2016-42-38-png.png)

If you have deactivated the main option, all the sub-options will also obtain inactive statuses.

More information about working with [Item](https://help.precoro.com/functionality-of-items-custom-fields-1?hsLang=en) and [Document](https://help.precoro.com/documents-custom-fields-types-and-configuration-1?hsLang=en) Custom Fields you can find by following the corresponding links.

### Optimizing Current Filtering Options

We are constantly improving the current features to provide you with the best experience possible. We have merged the **Document #** and **Custom # filters** in the following list of documents: **Warehouse Requests, Purchase Requisitions, Requests for Proposals, Purchase Orders, Receipts,** and **Invoices**.

The merged filter can be found in the advanced set of filters, for example, on the Purchase Requisitions management page:

![](https://help.precoro.com/hubfs/Monosnap%20Purchase%20Requisitions%202023-08-15%2016-18-25-png.png)

### Improving Working Logic for the Supplier Registration Form

Now, you can continue **Approving** documents with a Supplier that is still pending the **Registration Form** approval.

<iframe data-hsv-src="https://play.hubspotvideo.com/v/1903299/id/130195140916" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="130195140916" data-hsv-style="" data-hsv-width="688" data-hsv-height="357" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

### **Import Custom Segments from NetSuite**

This new option to import Custom Segments will help enhance your document and report customization to fit your business requirements to the fullest.

Please follow this [NetSuite Custom Segments Integration](https://help.precoro.com/netsuite-custom-segments?hsLang=en) comprehensive guide on how to set up and start using this functionality.

<iframe data-hsv-src="https://play.hubspotvideo.com/v/1903299/id/129079563837" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="129079563837" data-hsv-style="" data-hsv-width="688" data-hsv-height="368" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

### Send Pending Documents to QuickBooks

Now, you can send the documents with **Pending** Status to QuickBooks.

To activate this feature, please contact our **Support Team,** who will happily assist you on the matter.

This feature will work for the chosen integration document type: **Purchase Order** or **Invoice.** 

It will be available for users with the following Roles:

- **Create** and **Approve** **Roles** for **Invoices**.
- **Create** and **Approve** **Roles** for **Purchase** **Orders**.

When the document acquires **Approved** Status, the current system logic will work out, and the document will be automatically sent to QuickBooks.

![](https://help.precoro.com/hubfs/pending%20invoice%20send%20to%20qbo-png.png)

### Automatic Invoice with OCR as a Single Line Creation

Now, when you add a new Supplier manually, through import, or by invitation form, the **Enter Invoice as one line** setting will be automatically activated for them.

The Invoice will be entered in Precoro as one line with the summed up Total invoice amount. It will be matched to the first Purchase Order item if any is available for Invoice creation.

You can also match the Supplier in the **Identified Supplier** column on the [OCR Inbox](https://app.precoro.com/ocr/documents) page. The system will prompt you for confirmation, and your choice will be remembered and entered automatically in future documents.

![](https://help.precoro.com/hubfs/Monosnap%20OCR%20Inbox%202023-07-26%2011-59-26-png.png)

You can **add a new Supplier** through this field by clicking the corresponding button:

<iframe data-hsv-src="https://play.hubspotvideo.com/v/1903299/id/127052588109" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="127052588109" data-hsv-style="" data-hsv-width="688" data-hsv-height="380" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

 

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    - [Warehouse Requests](https://help.precoro.com/how-to-use-precoro?hsLang=en#warehouse-requests)
    - [Requests for Proposals](https://help.precoro.com/how-to-use-precoro?hsLang=en#requests-for-proposals)
    - [Purchase Requisitions](https://help.precoro.com/how-to-use-precoro?hsLang=en#purchase-requisitions)
    - [Purchase Orders](https://help.precoro.com/how-to-use-precoro?hsLang=en#purchase-orders)
    - [Service Orders](https://help.precoro.com/how-to-use-precoro?hsLang=en#service-orders)
    - [Receipts](https://help.precoro.com/how-to-use-precoro?hsLang=en#receipts)
    - [Invoices](https://help.precoro.com/how-to-use-precoro?hsLang=en#invoices)
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- [Precoro Updates](https://help.precoro.com/precoro-updates?hsLang=en#main-content)

    - [Releases, 2026](https://help.precoro.com/precoro-updates?hsLang=en#releases-2026)
    - [Releases, 2025](https://help.precoro.com/precoro-updates?hsLang=en#releases-2025)
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    - [General changes](https://help.precoro.com/precoro-updates?hsLang=en#general-changes)

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