---
title: "Weekly update: August 31"
description: See the Precoro updates that are already here!
---

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# Weekly update: August 31

#### TABLE OF CONTENTS

- [Edit Suppliers in Requests for Proposals](https://help.precoro.com/weekly-update-august-31-23#Edit-Suppliers-in-rfps)
- [Default Options Display in the Supplier Revision History](https://help.precoro.com/weekly-update-august-31-23#Default-Options-Display)
- [Added Ability to Set the Report Access Type](https://help.precoro.com/weekly-update-august-31-23#Added-Ability)
- [New Infocard for Overdue Orders](https://help.precoro.com/weekly-update-august-31-23#Infocard-Overdue-Orders)
- [New Letter Notification for Purchase Requisition Requester](https://help.precoro.com/weekly-update-august-31-23#letterforpr)
- [New Letter for When Supplier Has Accepted Portal Invitation](https://help.precoro.com/weekly-update-august-31-23#New-Letter-when-supplier-accepted-invitation)
- [New Budget Filter in Expense Documents](https://help.precoro.com/weekly-update-august-31-23#New-Budget-Filter)
- [Send Pending Documents to NetSuite](https://help.precoro.com/weekly-update-august-31-23#Pending-Documents-NetSuite)

### Edit Suppliers in Requests for Proposals

You can now remove Suppliers from the list of Request for Proposals recipients, that way:

- The removed Suppliers will get a corresponding message to their inbox.

![](https://help.precoro.com/hs-fs/hubfs/Monosnap%20d-precoro-comsupplierregistrationcreate12959e3651d6ac56ca653f261add3b2d230a%202023-07-25%2021-33-51-png.png?width=283&height=294&name=Monosnap%20d-precoro-comsupplierregistrationcreate12959e3651d6ac56ca653f261add3b2d230a%202023-07-25%2021-33-51-png.png)

- If needed, you can edit Supplier information (correct the currency or email) and reenter that Supplier to the list of RFP recipients.

![](https://help.precoro.com/hubfs/Monosnap%20Request%20for%20Proposals%20%234%202023-08-28%2018-17-41-png.png)

### **Default Options Display in the Supplier Revision History**

We have improved the **Supplier Revision History** functionality, and now you can see the changes made to the **Default Options**.

Learn more about assigning Supplier Default Options in [this](https://help.precoro.com/how-to-manage-suppliers-in-precoro?hsLang=en#how-to-Set-default-Values) article.

To see the changes, open the [Supplier Management](https://app.precoro.com/manage/manual/supplier) page and click the **Revision History** Action button.

 Select the two revisions for comparison and proceed to view the changes.

<iframe data-hsv-src="https://play.hubspotvideo.com/v/1903299/id/132196785443" 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="132196785443" data-hsv-style="" data-hsv-width="688" data-hsv-height="402" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

### **Added Ability to Set the Report Access Type**

You can now set the **Report Access Type** for **Shared** or **Private** when creating [custom Reports](https://app.precoro.com/report/create). 

![](https://help.precoro.com/hubfs/Monosnap%20Reports%202023-08-30%2008-09-18-png.png)

By default, all currently existing reports will acquire **Shared** access. This access type is available for all users with an active **Reports** Role. 

On the other hand, the **Private** access type is available only to the report creator. Thus, you must be the report creator to see this option available.

You can change the **Report Access Type** by editing it:

<iframe data-hsv-src="https://play.hubspotvideo.com/v/1903299/id/132370103939" 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="132370103939" data-hsv-style="" data-hsv-width="688" data-hsv-height="403" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

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

We have added a new infocard on the [Purchase Order](https://app.precoro.com/purchase/order) 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.**

### ![](https://help.precoro.com/hubfs/Monosnap%20Purchase%20Orders%202023-08-29%2014-57-24-png.png)

### New Letter Notification for Purchase Requisition Requester

The process of requesting and receiving items is becoming more automated due to a new notification letter for Purchase Requisition requesters, who will receive an email when somebody creates a Receipt document for the requested items.

<iframe data-hsv-src="https://play.hubspotvideo.com/v/1903299/id/132596720490" 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="132596720490" data-hsv-style="" data-hsv-width="688" data-hsv-height="402" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

The process will work as follows:

Requester creates a Purchase Requisition → responsible person creates a Purchase Order from that Requisition → Receipt document for the items is created → Purchase Requisition requester receives a notification to their inbox.

**Important to note:**

- If a user has created a Receipt and added items from different PRs to it, then all the PR Requesters will receive email notifications.
- If at least one item from PR is received or partially received, the requesters will be notified whenever Receipts are created for them.

### New Letter for When Supplier Has Accepted Portal Invitation

Working with the Supplier Portal has become more convenient as now you do not need to constantly check the invitation status. Precoro will send you a notification email to your inbox regarding the Supplier registration progress so you will constantly be up-to-date with the latest changes. 

<iframe data-hsv-src="https://play.hubspotvideo.com/v/1903299/id/132196878192" 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="132196878192" data-hsv-style="" data-hsv-width="688" data-hsv-height="402" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

The letter will read as follows, letting you know that the Supplier has accepted your invitation:

![](https://help.precoro.com/hubfs/Monosnap%20TESTING_PrecoroHelpCenter%20Supplier%20Amazon%20has%20accepted%20your%20invitation%20to%20the%20Suppliers%20Portal%202023-08-29%2015-08-13-png.png)

### New Budget Filter in Expense Documents

Use new Budget filters added in the fast and advanced set of filters for the [Expense](https://app.precoro.com/expense) document type.

- View in the advanced filters:

![](https://help.precoro.com/hubfs/Monosnap%20Expenses%202023-08-29%2018-13-34-png.png)

- View in the fast set of filters:

![](https://help.precoro.com/hubfs/Monosnap%20Expenses%202023-08-29%2018-14-39-png.png)

The filters are only shown if **Budgets** are activated for the **Expenses** module in Basic Settings.

![](https://help.precoro.com/hubfs/Monosnap%20Basic%20Settings%202023-08-29%2018-17-18-png.png)

### Send Pending Documents to NetSuite

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

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 NetSuite.

![](https://help.precoro.com/hubfs/Monosnap%20Purchase%20Order%20%2355%202023-08-24%2011-35-44-png.png)

- [Precoro Setup](https://help.precoro.com/precoro-setup?hsLang=en#main-content)

    - [Configurations](https://help.precoro.com/precoro-setup?hsLang=en#configurations)
    - [User Management](https://help.precoro.com/precoro-setup?hsLang=en#user-management)
    - [Custom Fields and Forms](https://help.precoro.com/precoro-setup?hsLang=en#custom-fields-and-forms)
    - [Supplier management](https://help.precoro.com/precoro-setup?hsLang=en#supplier-management)
    - [Working with Items](https://help.precoro.com/precoro-setup?hsLang=en#working-with-items)
    - [Approval Workflow](https://help.precoro.com/precoro-setup?hsLang=en#approval-workflow)
    - [Location Management](https://help.precoro.com/precoro-setup?hsLang=en#location-management)
    - [Precoro Payments](https://help.precoro.com/precoro-setup?hsLang=en#precoro-payments)
    - [Two-factor authentication](https://help.precoro.com/precoro-setup?hsLang=en#two-factor-authentication)
    - [Security](https://help.precoro.com/precoro-setup?hsLang=en#security)
    - [US Based Server](https://help.precoro.com/precoro-setup?hsLang=en#us-based-server)
- [How to use Precoro](https://help.precoro.com/how-to-use-precoro?hsLang=en#main-content)

    - [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)
    - [Expenses](https://help.precoro.com/how-to-use-precoro?hsLang=en#expenses)
    - [Budgeting](https://help.precoro.com/how-to-use-precoro?hsLang=en#budgeting)
    - [Inventory](https://help.precoro.com/how-to-use-precoro?hsLang=en#inventory)
    - [Reports](https://help.precoro.com/how-to-use-precoro?hsLang=en#reports)
    - [AP Inbox and Intelligent AP Automation](https://help.precoro.com/how-to-use-precoro?hsLang=en#ap-inbox-and-intelligent-ap-automation)
    - [Working with documents](https://help.precoro.com/how-to-use-precoro?hsLang=en#working-with-documents)
    - [Suppliers Portal](https://help.precoro.com/how-to-use-precoro?hsLang=en#suppliers-portal)
    - [Supplier Registration](https://help.precoro.com/how-to-use-precoro?hsLang=en#supplier-registration)
    - [Attachments, Filters, and Search](https://help.precoro.com/how-to-use-precoro?hsLang=en#attachments-filters-and-search)
    - [Mobile App](https://help.precoro.com/how-to-use-precoro?hsLang=en#mobile-app)
    - [FAQs and Troubleshooting](https://help.precoro.com/how-to-use-precoro?hsLang=en#faqs-and-troubleshooting)
- [Precoro Integrations](https://help.precoro.com/precoro-integrations?hsLang=en#main-content)

    - [QuickBooks Online Integration](https://help.precoro.com/precoro-integrations?hsLang=en#quickbooks-online-integration)
    - [NetSuite Integration](https://help.precoro.com/precoro-integrations?hsLang=en#netsuite-integration)
    - [Xero Integration](https://help.precoro.com/precoro-integrations?hsLang=en#xero-integration)
    - [API Requests and Webhooks](https://help.precoro.com/precoro-integrations?hsLang=en#api-requests-and-webhooks)
    - [SSO Setting](https://help.precoro.com/precoro-integrations?hsLang=en#sso-setting)
    - [Google Integration](https://help.precoro.com/precoro-integrations?hsLang=en#google-integration)
    - [Power BI](https://help.precoro.com/precoro-integrations?hsLang=en#power-bi)
    - [Integration with Slack](https://help.precoro.com/precoro-integrations?hsLang=en#integration-with-slack)
    - [PunchOut Catalogs](https://help.precoro.com/precoro-integrations?hsLang=en#punchout-catalogs)
    - [Integrations via Connectors](https://help.precoro.com/precoro-integrations?hsLang=en#integrations-via-connectors)
    - [Bill.com Integration](https://help.precoro.com/precoro-integrations?hsLang=en#bill-com-integration)
- [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)
    - [Releases, 2024](https://help.precoro.com/precoro-updates?hsLang=en#releases-2024)
    - [Releases, 2023](https://help.precoro.com/precoro-updates?hsLang=en#releases-2023)
    - [API Updates](https://help.precoro.com/precoro-updates?hsLang=en#api-updates)
    - [General changes](https://help.precoro.com/precoro-updates?hsLang=en#general-changes)

[![Precoro](https://help.precoro.com/hubfs/Precoro.svg "Precoro")](https://precoro.com/)

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Copyright © 2026, Precoro

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