Updates:
- Changes in the Purchase Requisition and Warehouse Request editing pages
- An ability to add an Approver for multiple approval steps in the Approval Workflow
- Custom Payment Report
- Ability to see all of the attachments from related documents in the Invoices, Receipts, Purchase Requisitions
- A new date format was added to Precoro
Changes in the Purchase Requisition and Warehouse Request editing pages
With a view toward improving the document's pages for greater ease of use, we started to change the editing pages for documents.
After our latest releases, you will notice that the Purchase Requisition and Warehouse Request editing pages are now displayed as popups.
How it looks like in Precoro:
An ability to add an Approver for multiple approval steps in the Approval Workflow
Now, one user can be an approver on two or more steps in the Approval Workflow.
We also added a checkbox that allows enabling/disabling auto-approval for documents. You can find it by going to Configuration —> Basic Settings —> MISC —> Allow documents auto-approval checkbox
If auto-approval is active: Precoro will automatically authorize all previous approval steps including yours if you are a document creator and approver. Note: this feature activates an auto-approval for all of the company documents and approvers.
Custom Payment Report
Now you can create custom payment reports.
Please note: if the prepaid Purchase Order does not have the related Invoices, prepayments from this Order will not be displayed in this report.
How to create Custom Payment Report in Precoro:
- Go to Reports —> Create a Custom Report
- Select Payment from the dropdown list and add the necessary columns
Ability to see all of the attachments from related documents in the Invoices, Receipts, Purchase Requisitions
- We added the ‘Show Purchase Order’ and ‘Show Credit Notes’ buttons to the Invoice page.
- The ‘Show Purchase Order' button was added on the Purchase Requisition page.
- The ‘Show Purchase Order' button was added on the Receipt page.
A new date format was added to Precoro
The standards of date formats are different all over the world. We got your requests and added one more date format to Precoro. You can find it by going to Configuration —> Basic Setting —> MISC —> Date Format.
How it looks like:
