Configurations

Enter Your Company's Information
Congratulations on Joining Precoro!   We are grateful for your trust and delighted to have you as a client! And we will do our best to ensure tha...
Wed, 28 Jul, 2021 at 11:57 AM
Currency Exchange Rates and Rounding Settings
The exchange rate is the feature that helps you manage the value of one currency for conversion to another. It is the value of one nation's currency ve...
Thu, 23 Jun, 2022 at 10:44 AM
How to switch between companies
You can access and manage multiple companies in Precoro. The list of your available companies appears in the top right corner of your dashboard. To...
Fri, 28 Jan, 2022 at 6:25 PM
How to Add Locations & Edit Location Information
Precoro uses Locations to separate and identify where your costs/purchases are made.    To set up Locations, please follow the steps below:   Go to the...
Fri, 5 Nov, 2021 at 6:49 PM
How to Add/Invite a User and Set Up the User's Access
Precoro provides even greater value when your colleagues are also involved. The process of adding new users to your company depends on the type of your Acc...
Thu, 21 Apr, 2022 at 11:56 AM
User Roles in Precoro
There are many unique user roles in Precoro (depending on which modules are turned on in your system). Here you can find a listing of all the possible role...
Tue, 31 May, 2022 at 2:35 PM
How to Set Up Documents Custom Field (Departments/Projects)
This article will help you set up a Documents Custom Field. Documents Custom Fields are assigned to the users and documents and are usually the list of De...
Thu, 7 Apr, 2022 at 8:02 PM
How to Design & Set Up the Approval Workflow
In the first step, consider who, what, when, why, and where. These questions can help to design your approval workflow: Which documents need to be approve...
Mon, 13 Dec, 2021 at 5:35 PM
How to Delete a User From the Approval Workflow
An Approval Workflow is a logical set of activities to streamline tasks or data in an organization. It pauses the process until a specified individual appro...
Tue, 14 Jun, 2022 at 2:44 PM
How to Set Up Tax Rates
To automatically calculate your taxes in Precoro, you should activate the Taxes feature by executing these steps: Navigate to the left-side menu and choos...
Tue, 14 Dec, 2021 at 2:08 PM