Feature Ideas

Currently, search is scoped to individual modules (POs, Invoices, Receipts, etc.), meaning users must know where a document lives before they can find it. A universal search would allow users to search by supplier name, PO number, invoice reference, or keyword across all modules simultaneously. This would reduce navigation time, particularly for approvers and finance users who need to cross-reference documents quickly. It would be most useful in the PO, Invoices, and Approvals modules but should surface results from all areas.

One of the reports i have to compile each month is a list of Invoices that are still sitting in the AP inbox that havent been processed in order for us to close the month. This takes me a couple hours to go through 400 invoices at a time to pull out specific dates. It would be nice if there was a report function for the AP inbox to filter out these invoices so they can be sent to the relevant people to process.

We're exploring ways to add existing cards to Precoro and record payments you make with them for better flexibility and spend control.

Payments made with Precoro Cards will automatically match approved invoices, reducing manual work in reconciliation and minimizing errors. AI will send exceptions for review, so you stay in control and ensure transactions are allocated correctly.

Soon, you’ll be able to add payments made with Precoro Cards to POs. You'll no longer have to create invoices in Precoro if they're not necessary for a particular vendor. Simply pay with a virtual card and have the payment allocated to a relevant order.

It will be helpful if we can see the status of the linked documents also, status badges/colors for linked documents (like Purchase Requisitions or Requests for Proposals) directly within the PO, RQ, or RFP listing pages. In the current layout, the document list shows the colored status badge for the primary document in the second column, while linked documents in the related columns are displayed as text links.

This function would allow users to review and manage any communication sent to the suppliers (particularly those that involve Purchase Orders).

Would be great to have an option to delete multiple line items at once when in the invoice instead of having to delete each line item one at a time.

Adding a "Duplicate Line Item" feature would reduce repetitive data entry when creating purchase orders with multiple items that share the same accounting information. Currently, users must manually re-enter fields such as Chart of Accounts (COA), QuickBooks Class, Project, and other coding details for each new line item, which is time consuming and increases the risk of errors. This enhancement would benefit anyone who creates or manages purchase orders, particularly teams that frequently order multiple products or services from the same supplier and use the same accounting allocations across line items. Each line item should include a "Duplicate" option that creates an exact copy of the selected line item, including all accounting and coding fields (COA, QuickBooks Class, Project, receipt requirements, etc.). Users could then modify only the fields that differ, such as item description, quantity, or price, instead of re-entering all information from scratch. This would streamline purchase order creation while maintaining flexibility and accuracy.

It would be really helpful to be able to bulk update all users at once. I recently had to create a new location that only about 3 users should have access to, and the only way to do that was individually update each user to deselect that new location.

Being able to upload and manage a customer contract (sales) would facilitate managing procurements that support that customer contract. It would be helpful if this was a separate Contract Module than what is under the Supplier Management section.

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.