Feature Ideas

Allow users to be assigned to group(s), which can be used as an approval criteria. Currently when using direct manager approval, we have to individually select each user. multiple this across all modules, it's a lot of settings to manage. Instead, we can assign a user to a group. And in approval, instead of selecting specific user name, we select the group name instead. Thus simply changing a user setting will immediately apply the changes to all related approvals.

Allow custom report creator to select the exact users to share the reports to, or all users. For example, the custom reports required by Dept A may not be required by Dept B. However, the current format only allows sharing the report to the whole company, causing redundant custom reports for other departments.

We're working on a refreshed budget experience that's easier to navigate. Here's what to expect: Improved creation flow: Clear steps and no visual cutter, even for complex budget structures.Visual amount representation: Instantly see usage, available amounts, and budgets that went over the limit.Better comparison view: See totals side by side for easy assessment.

You'll be able to connect Precoro with Microsoft Teams to receive notifications and approve requests directly from your workspace 🚀. Here's what the integration will include: approving or rejecting documents and suppliers directly in MS Teams with adaptive cards;quick redirect to Precoro for thorough review; notifications when you're tagged in a comment; reminders and notifications about documents awaiting your action (matching, revision, or receipt creation).

We're planning to add a shopping list feature so you can save frequently requested items. When creating a purchase requisition, you’ll be able to select from that list instead of entering details manually each time.

We're building an official, enterprise-ready, marketplace-grade connector for Microsoft Dynamics 365 Finance & Operations, providing a standardized, secure, and reliable Procure-to-Pay integration with Precoro. The scope covers synchronization of vendors, items, financial master data, purchase invoices, and credit memos.

For better clarity, we hope to see that 'Available Amount' can be changed to 'Available Amount after PO Approval' as users tend to get confused that the available amount is the amount balance before the current PO they are raising. Thank you.

Would it be possible to make the following fields on the PO optional for printing and controllable (visible vs invisible) by user? Status (PO approval status)Creation Date (date when PO was originally created)Approval Date (date when final approver approves the PO)Delivery Date (expected date for goods / services to be delivered by supplier) Thank you!

We’re planning to add support for local e-invoicing requirements in Romania to help you stay compliant and simplify electronic document exchange.

We're adding Precoro virtual cards to help you control spend before before it happens while giving your team the flexibility to use cards without external tools. Issue cards to designated cardholders.Precisely control limits and track payments.Link card payments to Precoro documents, seamlessly adding the new functionality to the existing workflow.

It helps to correctly track completed vs pending PRs. Reduces confusion for requesters whether their items have been ordered or not. And procurement team does not make mistake later of re ordering items. For example, requester puts 3 items in requisition, pencil, eraser, pencil sharpener. Procurement team finds a deal where all 3 are offered as a set, so PO will be different from requisition. Procurement team should be able to link this PO to the 3 items of the PR. Without this, items show as not ordered even though item has been ordered.

Revising or editing an approved PR may trigger re-approval. Making changes and resubmitting for approval may easily raise questions from management, and we would like to avoid that, especially in cases POs already issued to vendors. It is recommended that Requestors raise a new PR instead of modifying an already approved one

Allow approval thresholds to be set using two or more parameters (e.g., Department + Project) instead of only one. This would enable different threshold values for the same department across multiple projects or locations. Add a batch setting option so multiple departments/projects/locations can be selected and assigned a threshold at once, reducing repetitive data entry and setup time.

We're changing PDF/XLSX versions of POs to make them more convenient for you and your suppliers. Take a look and let us know what you think! Here's what changes: The new layout is easier to read, more modern, and uses space efficiently.We've rearranged the info blocks to help suppliers spot the relevant information.This design also features a customizable footer for your orders.XLSX files will have the same changes. Also note that the footer will feature a "Powered by Precoro" line. Please check out the attached images and share your feedback. We'll carefully review it and make necessary changes before finalizing the design.

Currently there is a size limit of 25 MB on attachments to POs in Precoro. We need to include larger file sizes and spend time on dividing original files to make them fit with the limitation in Precoro. This causes additional manual work that can be omitted by increasing the size limit in Precoro.