Configurations

How to Create and Set Up Items Custom Fields (Chart of Accounts/Cost Centers)
This article explains how to set up Items Custom Fields. Items Custom FieldsĀ are assigned to items and can be used in the documents and budgets. Usually...
Tue, 28 Dec, 2021 at 10:06 AM
How to Insert a Comma to Separate the Thousands
Countries officially designate specific symbols to separate thousands...and the symbols vary. In the United States, the symbol is a comma (,). In Germany, ...
Wed, 28 Jul, 2021 at 12:59 PM
Custom Numbering for Documents in Precoro
Does your company use standardized document numbering and wish to replicate it in Precoro? You can set up custom numbers for your documents in Precoro on th...
Thu, 17 Feb, 2022 at 3:33 PM
How to Manage Multiple Companies in One Account
Bigger companies typically require customized and/or separated purchasing processes. In Precoro, you can simultaneously manage the procurement process for ...
Mon, 14 Feb, 2022 at 11:31 AM
Required Two-Factor Authentication
If you would like to enable employee access control with a required two-factor authentication follow these steps: 1. Open Configuration--> A...
Wed, 28 Jul, 2021 at 1:44 PM
How to the Undo Chart of Accounts, Classes and Departments from QuickBooks Integration
If you decide to move with default Account values or no longer need to send Departments to QuickBooks you can undo those settings. To undo the integration ...
Tue, 30 Nov, 2021 at 1:11 PM
How to Import Locations
Locations in Precoro are used to: separate your costs by the locations for which purchases will be made configure approval workflows depending on loca...
Wed, 28 Jul, 2021 at 1:57 PM
How to Import Documents Custom Field / Items Custom Field Options
To import Documents / Items Custom Field options, you should: First, open Configuration and go to the Items/Documents Custom Field tab. Choose an existin...
Wed, 30 Mar, 2022 at 2:48 PM
How to Create a Legal Entity and Use it
A legal entity is any company or organization with legal rights and responsibilities, including tax liability. A legal entity can enter into contracts (e.g....
Thu, 16 Dec, 2021 at 9:51 AM
How to set up Daily Reminders
In Precoro, you can set up the frequency of some email notifications for all users and approvers. There are two different types of email reminders: Ap...
Mon, 21 Mar, 2022 at 3:16 PM