---
title: "Latest Updates: February 1"
description: See the new Precoro features that will help your company become one step closer to building a well-established procurement process!
---
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1. [Knowledge Base](https://help.precoro.com/?hsLang=en)
2. [Precoro Updates](https://help.precoro.com/precoro-updates?hsLang=en)
3. [Releases, 2024](https://help.precoro.com/precoro-updates?hsLang=en#releases-2024)
# Latest Updates: February 1
#### TABLES OF CONTENTS
- [Added Document Creator Condition in the Approval Workflow](https://help.precoro.com/weekly-update-february-1-24#Document-Creator)
- [Enhanced the Supplier Registration Forms Functionality](https://help.precoro.com/weekly-update-february-1-24#Enhanced-Supplier-Registration)
- [Added Status Filters to the Attachments Export](https://help.precoro.com/weekly-update-february-1-24#Added-Status-Filters)
- [Added the Search Functionality in the User Profile](https://help.precoro.com/weekly-update-february-1-24#Adding-Search)
- [Standardized Opening of the Related Documents and Preview in the New Tab](https://help.precoro.com/weekly-update-february-1-24#Standardized-Opening)
- [Added New Reminder to Fix Users Without DCF Access](https://help.precoro.com/weekly-update-february-1-24#Added-New-Reminder)
- [Noteworthy Design Changes](https://help.precoro.com/weekly-update-february-1-24#Noteworthy-Design-Changes)
- [Improved Purchase Requisitions from the Warehouse Request Page](https://help.precoro.com/weekly-update-february-1-24#Improved-prfromwr)
- [Improved Requests for Proposals from the Purchase Requisitions Page](https://help.precoro.com/weekly-update-february-1-24#Improved-RFP-from-pr)
- [Improved Purchase Orders from the Purchase Requisitions Page](https://help.precoro.com/weekly-update-february-1-24#Improved-Purchase-Orders-from-pr)
- [Improved Invoices from the Purchase Order Page](https://help.precoro.com/weekly-update-february-1-24#Improved-Invoices-from-po)
- [Improved Receipts from the Purchase Order Page](https://help.precoro.com/weekly-update-february-1-24#Improved-Receipts-from-po)
- [Added Clear User Integration Labels](https://help.precoro.com/weekly-update-february-1-24#Added-Clear-User)
- [NetSuite Integration Improvements](https://help.precoro.com/weekly-update-february-1-24#NetSuite)
- [Removed the Default Value from Documents to Send](https://help.precoro.com/weekly-update-february-1-24#NetSuite-removed-default)
- [Auto Mapping of New Users with NetSuite](https://help.precoro.com/weekly-update-february-1-24#Auto-Mapping)
- [Taking Into Account Not Sent Credit Notes to NetSuite in the Corresponding Infocard](https://help.precoro.com/weekly-update-february-1-24#NetSuite-taking-into-account)
- [Document Auto Resend in case of an Unsuccessful Lines Request for NetSuite](https://help.precoro.com/weekly-update-february-1-24#Document-Auto-Resend)
- [Transferring the Receipt Date to NetSuite](https://help.precoro.com/weekly-update-february-1-24#Transferring-the-Receipt)
- [Added New User Status for Slack Integration](https://help.precoro.com/weekly-update-february-1-24#NetSuite-slack)
- [Improved QuickBooks Taxes Integration Process](https://help.precoro.com/weekly-update-february-1-24#Improved-QuickBooks)
- [OCR Integration Improvements](https://help.precoro.com/weekly-update-february-1-24#OCR-Integration)
- [Automatically Entering Supplier’s Name When Adding New Supplier in AP Inbox](https://help.precoro.com/weekly-update-february-1-24#Automically-Entering)
- [New Status for the OCR Files](https://help.precoro.com/weekly-update-february-1-24#New-Status)
### Added Document Creator Condition in the Approval Workflow
With the new update, in the Approval Step settings, you can multi-select the **Document Requsters** — users with **Create** roles for whom the Approver will perform the document approval. This additional option to select the authorized Approvers for particular Creators will simplify your workflow and allow the approval process to be more seamless.
**Please note that** t**his update will not affect your current approval setup.**
However, you can go ahead and start editing your setup, implementing the new Direct Manager approval to enhance and optimize your processes. Before editing your setup, we recommend that you consult with your Customer Success Manager.
This functionality will work as follows:
1\. When you edit the existing or add a new Approver to the step, you will see the **Document** **Requester** list of users who have **Create** roles for the document. By default, the setting **All Document Requesters** is applied.
2\. Select the needed users from the list, adjust Threshold, Locations, and DCF settings, and save the changes.
The **Document Requester** works in connection with other settings: Threshold, Locations, and DCF.
For example, suppose you, as an Approver, selected your coworker as a requester and activated certain DCF options. In that case, you will get to approve documents created by that coworker who used your DCF options in the document.
3\. All is set! Now, the added Approver will process documents from the chosen users.
**Important to Note:**
1\. If the creator of the document is changed and it affects the set workflow, reapproval will be triggered.
2\. Super User still has the ability to approve documents with direct manager approval.
3\. The Parallel Workflow is working as usual.
### Enhanced the Supplier Registration Forms Functionality
Previously, you could submit the Supplier Registration Form only once. But now we have improved this functionality and enabled you to submit an unlimited number of Questionnaires, for example, to clarify additional data, conduct surveys, and update Supplier information.
How to send an unlimited number of Questionnaires to Suppliers:
- The **Send Questionnaire** button in the Supplier profile is displayed even if there was a form previously sent to this Supplier:
- If the Supplier has a **Pending** status, then the button is available to the current Approver. Only that person can send the form.
- If the Supplier is **Approved**, the button is always available to all users with the **Supplier** **Management** Roles.
- **Rejected** Suppliers do not have the **Send Questionnaire** button available for sending.
- Each new sent form can be found in the [Sent Invitations](https://app.precoro.com/supplier/registration) list.
- Each form has to be **Approved** by the person who sent it.
- If your company has a [Supplier Approval Workflow](https://help.precoro.com/supplier-approval-functionality?hsLang=en) in place, then after the form is approved, the **Supplier will undergo a reapproval process**.
### Added Status Filters to the Attachments Export
We have speeded up and facilitated the process of exporting attachments with the help of additional multi-select filters:
- **Status** — here, you can select statuses from all the Precoro documents and Suppliers. This filter is available for all document types.
- **Payment** **Status** — here, you can select Purchase Order Payment Statuses from the documents. This filter is available for Purchase Order document type only.
- **Receipt Status** — here, you can select Purchase Order Receipt Statuses from the documents. This filter is available for Purchase Order document type only.
- **Transferred Status** — here, you can select Warehouse Request Transferred Statuses from the documents. This filter is available for the Warehouse Request document type only.
To use the new functionality:
1\. Go to the [Export Attachments](https://app.precoro.com/manage/attachment/export) page and click the **Create Request** button on the right.
2\. Fill out the required fields, including the type of document for which you want to make an export.
3\. Enter the additional information in the new Status fields to customize the query and only retrieve the necessary attachments.
### Added the Search Functionality in the User Profile
You can now utilize the **Search** functionality when creating new or editing the existing User Profile on the **Locations** and **Documents** **Custom** **Fields** tabs. To start the search press the icon and enter the needed information.
The search will be performed by the option **Name** or **Code** throughout all the available companies.
### Standardized Opening of the Related and Preview Documents
To improve the user experience and make it easier to navigate the system, we have standardized the opening of the linked related and preview documents so you would be able to comfortably go back without losing the previously opened window.
How this process works now:
- A click on a document line will always open it in the same tab.
To open a document line from a table in a new tab — press the **command** button and **click** on the line to open.
- A click on the opening a document for preview button will open it in the same tab.
To open a document for preview in a new tab — press the **command** button and **click** on the line to open.
- A click on the related document number will open it in the same tab.
To open a related document in a new tab — press the **command** button and **click** on the line to open.
### Added New Reminder to Fix Users Without DCF Access
Earlier, we added a [new Infocard](https://help.precoro.com/weekly-update-december-14-23?hsLang=en#New-Infocard) for users with no access to the required Documents Custom Fields, and now, to help you keep all these issues in check, we have added an email reminder for all the **Configurators** who will receive the letter every Monday. The letter will only be sent in case there are problematic users in your company who lack the needed DCF access.
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### Noteworthy Design Changes
This week, we have prepared a lot of significant design changes that will:
- Improve the general layout.
- Make the interface more intuitive and user-friendly.
- Help to navigate faster.
#### **Improved Purchase Requisitions from the Warehouse Request Page**
The list of updates includes the following:
- New table design and buttons to go back to the previous pages.
- Fast filter panels on the **Locations list** and **Selecting items** pages.
- Column sorting options and pages and Items count.
- Icon to show the attachment preview on the **Select items** and **Fill out the details** pages.
#### **Improved Requests for Proposals from the Purchase Requisitions Page**
The list of updates includes the following:
- New table design and buttons to go back to the previous pages.
- Fast filter panels on the **Locations list** and **Selecting items** pages.
- Column sorting options and pages and Items count.
- Icon to show the attachment preview on the **Select items** and **Fill out the details** pages.
#### **Improved Purchase Orders from the Purchase Requisitions Page**
The list of updates includes the following:
- New table design and buttons to go back to the previous pages.
- Fast filter panels on the **Select** **supplier** and **items** pages.
- Column sorting options and pages and Items count.
- Icon to show the attachment preview on the **Select items** and **Fill out the details** pages.
- Select a Supplier that has not been specified yet.
- Set a Supplier for each item individually or for all at once.
- Approve and Reject items in the list.
#### **Improved Invoices from the Purchase Order Page**
The list of updates includes the following:
- New table design and buttons to go back to the previous pages.
- Fast filter panels and updated advanced filter design.
- Column sorting options.
- Icon to show the attachment preview on the **Select a PO and add items** and **Fill out the details** pages.
#### **Improved Receipts from the Purchase Order Page**
The list of updates includes the following:
- New table design and buttons to go back to the previous pages.
- Fast filter panels on the **Select a Purchase Order and add items** pages.
- Column sorting options and pages and Items count.
- Icon to show the attachment preview on the **Select a Purchase Order and add items** and **Fill out the details** pages.
We hope you are pleased with all the new design changes. In the near future, we will be launching a survey form to collect all your thoughts and opinions.
We would greatly appreciate your feedback, so stay tuned for the form!
#### Added Clear User Integration Labels
We have added a new labels section to the User Management Page, **Integrated with**. In this section, you will be able to quickly identify what integrations the user has.
### NetSuite Integration Improvements
There are a few important updates in the NetSuite functionality this week:
#### Removed the Default Value from Documents to Send
In the NetSuite Configurations in integration settings, the **Approved PO** option is selected by default in the **Documents to Send** field. To avoid any future issues, we have removed the default value from the **Documents to Send** field and made it required. So, if you are setting up the integration for the first time or need to make changes to the currently existing one, keep in mind that you need to fill out the **Documents to Send** field with the option you need.
#### Auto Mapping of New Users with NetSuite
We are adding even more automatization to the NetSuite integration so now, we are automatically mapping new users for a NetSuite-integrated company if the users in the company have been mapped before.
The automatic mapping process will be triggered when adding/importing a new user or providing access to an existing user to a new company. Such a user will be automatically mapped if the account already has users mapped with NetSuite.
#### Taking Into Account Not Sent Credit Notes to NetSuite in the Corresponding Infocard
If you have an active **NetSuite Approved Invoices and Credit Notes** integration, you will see the not sent **Credit Notes** with **Paid** status and **Invoices** with **Not** **Paid** status in the **Not Sent to NetSuite Infocard**.
#### Document Auto Resend in case of an Unsuccessful Lines Request for NetSuite
If the document was successfully sent to NetSuite but the NetSuite lines were not recorded either with or without receiving an error in the logs, we will automatically resend the document in 15 seconds. If NetSuite lines are not recorded again, the retry will occur in 15 seconds. The maximum number of retry attempts is 10. You will see a log of the successful update.
#### Transferring the Receipt Date to NetSuite
Before, we did not transfer the Receipt transaction date. It was set automatically by the NetSuite at the time of document transfer. But suppose you closed posting periods or Accounts Payable transactions before the end of the month and then transferred the document. In that case, the generated transaction date would be the current one, the selected posting period would be the next one, and as a result, you would get a date and period mismatch error.
Now, to avoid this problem, we are transferring the Receipt Date in NetSuite to the **trandate** field so that you can select the date for the document in the next open period so there would be no date and period discrepancies.
### Added New User Status for Slack Integration
When mapping users with NetSuite and the mapped users are not in your **Slack** space, they will receive the **Not Integrated** status as those users do not exist in Slack.
With the subsequent user mapping, those who had **Not Integrated** status will be mapped again in case you have added the user in your Slack space.
### Improved QuickBooks Taxes Integration Process
We have improved the Tax integration process between QuickBooks and Precoro as now you can easily Import and Update Taxes through the [Configuration](https://app.precoro.com/qbo/configuration) page.
**To Import Taxes from QuickBooks:**
1\. On the [Configuration](https://app.precoro.com/qbo/configuration) page, proceed to Step 5 and press the Import Taxes button.
2\. Select the needed options by checking them.
3\. Scroll to the bottom of the page and press the green **Import** button below.
You will see a system notification regarding the success of your import.
To **Synchronize Taxes**, press the corresponding button on the [Configuration](https://app.precoro.com/qbo/configuration) page. You will see the system notification with the successfully synchronized number of Taxes.
Please note that if identical Taxes exist in both systems, Precoro will automatically match them.
### OCR Integration Improvements
There are a few important updates in the OCR functionality this week:
#### Automatically Entering Supplier’s Name When Adding New Supplier in AP Inbox
To save you time, now, when adding a new Supplier through the AP Inbox the Supplier Name field will be automatically completed with the name recognized by OCR.
#### New Status for the OCR Files
We have added a new **Paid Limit Exceeded** status to the OCR files in the AP Inbox.
This status means that you no longer have any paid documents for processing. To continue processing documents, please proceed to [Billing](https://app.precoro.com/manage/account/billing/index) and replenish your balance. If you do not have access to Billing, please contact your administrator.
- [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)
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