--- title: Creating Documents in the Precoro Mobile App description: Start using Precoro on mobile to create and track procurement documents. --- [Skip to content](https://help.precoro.com/working-with-documents-via-the-mobile-app#main-content) [Contact us](https://help.precoro.com/kb-tickets/new?hsLang=en) [Customer portal](https://help.precoro.com/tickets-view?hsLang=en) [![Property 1=Default](https://help.precoro.com/hubfs/Property%201=Default.svg)](https://app.precoro.com/login) Open main navigation Close main navigation - [Contact us](https://help.precoro.com/kb-tickets/new) - [Customer portal](https://help.precoro.com/tickets-view) - [Contact Us](https://share.hsforms.com/1-5JilMA_Qv6AOSVjFtNhDg14slf) [Contact Us](https://share.hsforms.com/1-5JilMA_Qv6AOSVjFtNhDg14slf) Hi there! How can we help you today? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://help.precoro.com/?hsLang=en) 2. 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[Mobile App](https://help.precoro.com/how-to-use-precoro?hsLang=en#mobile-app) # Creating Documents in the Precoro Mobile App ## Learn how to create documents on the go with the Precoro mobile app and keep purchasing moving wherever you are. #### TABLE OF CONTENTS - [Documents Available in Precoro Mobile](https://help.precoro.com/working-with-documents-via-the-mobile-app#available) - [How to Create Documents](https://help.precoro.com/working-with-documents-via-the-mobile-app#create) - [Step 1: Select the Document Type](https://help.precoro.com/working-with-documents-via-the-mobile-app#step-1) - [Step 2: Fill Out the Details](https://help.precoro.com/working-with-documents-via-the-mobile-app#step-2) - [Step 3: Add Items](https://help.precoro.com/working-with-documents-via-the-mobile-app#step-3) - [Step 4: Add Comments and Attachments](https://help.precoro.com/working-with-documents-via-the-mobile-app#step-4) - [Step 5: Confirm and Send the Document](https://help.precoro.com/working-with-documents-via-the-mobile-app#step-5) - [AI Document Scanning in Mobile App](https://help.precoro.com/working-with-documents-via-the-mobile-app#ai-scanning) - [Scan a Purchase Requisition](https://help.precoro.com/working-with-documents-via-the-mobile-app#scan-pr) - [Scan a Receipt](https://help.precoro.com/working-with-documents-via-the-mobile-app#scan-receipt) - [Scan an Expense](https://help.precoro.com/working-with-documents-via-the-mobile-app#scan-expense) - [Create Documents from PunchOut Catalogs](https://help.precoro.com/working-with-documents-via-the-mobile-app#punchout-catalogs) - [How to Add Receipts](https://help.precoro.com/working-with-documents-via-the-mobile-app#receipts) - [How to Create an Expense](https://help.precoro.com/working-with-documents-via-the-mobile-app#expense) 📋 Before we start, make sure you have installed and logged in to the Precoro mobile app. If not, see [Getting Started with the Precoro Mobile App](https://help.precoro.com/getting-started-with-the-precoro-mobile-app?hsLang=en) guide first. ### Documents Available in Precoro Mobile Currently, you can create these types of documents in the Precoro mobile app: - warehouse requests; - purchase requisitions; - purchase orders; - receipts; - invoices; - expenses. You can view, approve/reject, and cancel all types of documents accessible via the app. Please read [here](https://help.precoro.com/getting-started-with-the-precoro-mobile-app?hsLang=en) for the full list of available modules and actions. ### How to Create Documents The steps below use a purchase order as an example. Warehouse requests, purchase requisitions, and standalone invoices have a similar standard creation process. **✍️ Note:** Purchase requisitions follow a different order: add items first, then fill out the document fields, the reverse of Steps 2 and 3 below. Receipts, invoices created from a purchase orders, and expenses have their own steps covered in the next sections of this article. #### Step 1: Select the Document Type On the **Documents** page, select the document type you want to create; you will be redirected to the corresponding module. Click the **+** icon to add a new document. If you have custom forms, select one to proceed. [![mobile-app-po-1](https://help.precoro.com/hs-fs/hubfs/mobile-app-po-1.png?width=616&height=431&name=mobile-app-po-1.png)](https://help.precoro.com/hubfs/mobile-app-po-1.png?hsLang=en) For purchase requisitions, receipts, and expenses, you can also choose to create the document using AI scanning instead of filling out the form manually. See the [AI Scanning section](https://help.precoro.com/working-with-documents-via-the-mobile-app#ai-scanning) below. If you still prefer the manual way, press **Skip**. #### Step 2: Fill Out the Details Fill out the required standard and custom fields, then click **Next Step**. You can also add a note for the supplier while completing this section. [![create-po-step-2-mobile](https://help.precoro.com/hs-fs/hubfs/create-po-step-2-mobile.png?width=209&height=431&name=create-po-step-2-mobile.png)](https://help.precoro.com/hubfs/create-po-step-2-mobile.png?hsLang=en) #### Step 3: Add Items On the items tab, you can: - Add new items or select items from the Catalog; - Delete and edit the added items; - Click on the item card to view all details; - See the number of items in the document near the tab’s title; - Use your favorite item lists and item bundles to browse the catalog faster and add frequently ordered items in fewer taps. [![items-mobile](https://help.precoro.com/hs-fs/hubfs/items-mobile.png?width=199&height=431&name=items-mobile.png)](https://help.precoro.com/hubfs/items-mobile.png?hsLang=en) #### Step 4: Add Comments and Attachments Add comments for other Precoro users and attachments, internal or supplier-facing, on their respective tabs. [![mobile-app-po-comments](https://help.precoro.com/hs-fs/hubfs/mobile-app-po-comments.png?width=199&height=431&name=mobile-app-po-comments.png)](https://help.precoro.com/hubfs/mobile-app-po-comments.png?hsLang=en) #### Step 5: Confirm and Send the Document Once everything looks good, press the **Confirm** button at the bottom of the screen.  If your company uses the Approval Workflow feature, the PO status will change to **Pending**. Once approved, you can send the PO to the supplier from the mobile app: tap the **More Actions** icon, then select **Send to Supplier**. If your company has [automatic PO sending](https://help.precoro.com/how-to-send-a-purchase-order-to-a-supplier-manually-or-automatically?hsLang=en) enabled, you don't need to send it manually, though **Resend to Supplier** stays available if you need to send the order again. [![resend-to-supplier](https://help.precoro.com/hs-fs/hubfs/resend-to-supplier.png?width=410&height=431&name=resend-to-supplier.png)](https://help.precoro.com/hubfs/resend-to-supplier.png?hsLang=en) **Supplier Status** shows the delivery status of the emails sent to your supplier: - Not sent, sent, opened, confirmed, or failed - Sent to a marketplace for PunchOut orders Tap **Show more** to see the status for each recipient. [![statuses-mobile-po](https://help.precoro.com/hs-fs/hubfs/statuses-mobile-po.png?width=414&height=431&name=statuses-mobile-po.png)](https://help.precoro.com/hubfs/statuses-mobile-po.png?hsLang=en) **💡Tip:** You can also create documents faster with **Quick Actions** on the Home page. Add shortcuts for the documents you create most often, so you can start a new document as soon as you open the mobile app. Learn more [here](https://help.precoro.com/getting-started-with-the-precoro-mobile-app#home:~:text=can%20also%20use-,Quick%20Actions,-on%20the%20Home). ### AI Document Scanning in Mobile App Instead of filling out a document by hand, use your phone to take a photo or upload a file. Precoro extracts the data, fills out the form, and gets a draft ready for you to review. **✍️ Note:** This feature is included with Automation or Enterprise plans. If you’re using the Core plan, consider upgrading or contact our Customer Success team for more information.  For a general overview of Precoro's AI scanning, see [Using AI Document Scanning.](https://help.precoro.com/using-ai-document-scanning?hsLang=en) #### Scan a Purchase Requisition 1. Tap the plus icon to add a purchase requisition, and select a form if your company uses custom ones. 2. Choose your method: **Take a photo**, **Add from Gallery**, or **Upload attachment**. 3. Precoro scans the file and fills in the items automatically. ![pr-scan](https://help.precoro.com/hs-fs/hubfs/pr-scan.png?width=431&height=430&name=pr-scan.png) 4. Tap **Next** to see the document fields, pre-filled from your photo. 5. Fill in the rest, like custom fields or any other required fields. Use the attachment panel at the bottom of the screen to check the original file if needed. 6. Tap **Create**. #### Scan a Receipt 1. Open the Receipts module. 2. Tap the plus icon to add a receipt. 3. Upload a photo of the receipt or file for scanning. 4. Precoro extracts the data, finds a matching purchase order, matches the items, and creates a receipt draft automatically. 5. Review the details and confirm the document. [![receipt-scan](https://help.precoro.com/hs-fs/hubfs/receipt-scan.png?width=432&height=430&name=receipt-scan.png)](https://help.precoro.com/hubfs/receipt-scan.png?hsLang=en) **✍️ Note:** Precoro only creates a receipt draft automatically when AI finds a matching purchase order and successfully matches every item. If not, select the PO and match items yourself. #### Scan an Expense 1. Open Expenses and tap the plus icon. 2. Upload a photo, choose one from your gallery, or upload a file. 3. Precoro scans the expense and fills out the form for you. [![expense-scan](https://help.precoro.com/hs-fs/hubfs/expense-scan.png?width=431&height=430&name=expense-scan.png)](https://help.precoro.com/hubfs/expense-scan.png?hsLang=en) 4. Review the pre-filled fields and complete anything that's missing. 5. Submit the draft for approval. ### Create Documents from PunchOut Catalogs You can create purchase requisitions and purchase orders from PunchOut catalogs in the mobile app if a PunchOut catalog is configured for that document type. [![punchout-catalogs-mobile](https://help.precoro.com/hs-fs/hubfs/punchout-catalogs-mobile.png?width=670&height=392&name=punchout-catalogs-mobile.png)](https://help.precoro.com/hubfs/punchout-catalogs-mobile.png?hsLang=en) To create a document from a PunchOut catalog: 1. Open the module where PunchOut is configured: **Purchase Requisitions** or **Purchase Orders**. 2. Сlick the **+** icon. 3. Select **Request from \[ Marketplace Name \]**. 4. Fill in the required document fields. 5. Click **Create.** After that, Precoro redirects you to the supplier catalog in your device browser. While you shop, the document is saved as a **Draft** in Precoro. After checkout, you return to the app automatically, with all items added to your draft—including name, quantity, price, unit, and SKU. You can then edit the fields you are allowed to change, add notes or attachments, and send the document for approval. **✍️ Note:** The supplier is set automatically and can't be changed. PunchOut catalogs are configured in the web version (Configuration → Marketplace Configuration), and the PunchOut option appears only for document types that have a catalog set up. ### How to Add Receipts ##### To create a receipt manually: 1. On the Receipts page, tap the plus icon. Please note, you can scan a receipt with AI, or press **Skip** to continue creating it manually. 2. Select a purchase order to add the receipt to. [![add-receipt-1](https://help.precoro.com/hs-fs/hubfs/add-receipt-1.png?width=670&height=431&name=add-receipt-1.png)](https://help.precoro.com/hubfs/add-receipt-1.png?hsLang=en) 3. Select the items you're receiving and tap **Next Step**. 4. Fill out the details and tap **Add Receipt**. [![add-receipt-2 (1)](https://help.precoro.com/hs-fs/hubfs/add-receipt-2%20(1).png?width=441&height=431&name=add-receipt-2%20(1).png)](https://help.precoro.com/hubfs/add-receipt-2%20(1).png?hsLang=en) ### How to Create an Invoice from a PO You can create an Invoice in the mobile app in two ways: - **Standalone Invoice**—create an invoice without linking it to a purchase order. See [step-by-step instructions](https://help.precoro.com/working-with-documents-via-the-mobile-app#create) above. - **Invoice from Purchase Order**—create an invoice based on an existing PO. Create an Invoice from a PO: 1. Open **Invoices**, tap **+**. 2. Click **Add from PO**. 3. Select the purchase order. [![invoice-from-po-mobile-1](https://help.precoro.com/hs-fs/hubfs/invoice-from-po-mobile-1.png?width=670&height=430&name=invoice-from-po-mobile-1.png)](https://help.precoro.com/hubfs/invoice-from-po-mobile-1.png?hsLang=en) 4. Select the items to invoice. You can invoice only part of the order if needed. 5. Fill in the Invoice details. Once done, press **Next Step**. 6. Review the Invoice and confirm it. Precoro checks it against the purchase order before finalizing. [![invoice-from-po-mobile-2](https://help.precoro.com/hs-fs/hubfs/invoice-from-po-mobile-2.png?width=670&height=430&name=invoice-from-po-mobile-2.png)](https://help.precoro.com/hubfs/invoice-from-po-mobile-2.png?hsLang=en) The **Supplier, Currency, and Budget** are copied from the PO and cannot be changed in the Invoice. If the PO doesn't have a budget, the budget field isn't shown. ### How to Create an Expense Follow these steps to create an expense manually: 1. On Expenses, tap the plus icon. Please note, you can scan an expense with AI, or press **Skip** to continue creating it manually. [![expense-mobile-1](https://help.precoro.com/hs-fs/hubfs/expense-mobile-1.png?width=439&height=430&name=expense-mobile-1.png)](https://help.precoro.com/hubfs/expense-mobile-1.png?hsLang=en) 2. Fill out the required fields, including Description and Amount. 3. Review the draft and press Submit. [![expense-mobile-2](https://help.precoro.com/hs-fs/hubfs/expense-mobile-2.png?width=440&height=430&name=expense-mobile-2.png)](https://help.precoro.com/hubfs/expense-mobile-2.png?hsLang=en) **NEXT STEP** Check [Managing Managing Documents in the Precoro Mobile App](https://help.precoro.com/managing-documents-in-the-precoro-mobile-app?hsLang=en)to edit, track, and pay the documents you already created.   - [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) - 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