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 Multi-Currency Support

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Posted by chrisransley

Multi-Currency Support

Hi,

We are having issues with Easify when it comes to purchasing. We purchase goods from several countries all over the world and as you can imagine they all have different currencies so when I come to order I get stuck with an issue that I can only process with a large effort.

To give you an example our base currency is Euro and we need to purchase something from the UK, so we create a PO with the UK prices and change the currency symbol in Options --> Finance --> Regional Settings from Euro to GBP. We then print/save the PO with the GBP symbol. We then change back the currency symbol not to disrupt other operations.

Once the goods are paid for we see the value we paid in Euro and adjust the items in the invoice to be their respective value in Euro. We can then process the payment and have our account in order.

As you can imagine this is quite elaborate and we are needing to do this more and more. Is there a better way to do this? Do you plan multi-currency support anytime soon? I am sure this is a feature that will aid in selling your product as all companies importing goods will come across this issue.

Posted by Richard

Re: Multi-Currency Support

We've been asked for this a number of times and it is on our hit-list of things to address in the future. However we don't have it scheduled at present. I will add a vote from you to our issue tracking system to increase the probability of this getting added as a feature.

In the meantime, it might help if you make a copy of your Purchase Order in the Paperwork Designer and change it to use the Euro symbol wherever it displays currency. Save the Purchase Order as (say) "Purchase Order (Euro)". Then when you want the PO to appear in Euros just choose to print the Euro version from the Purchase window.

Alternatively you could remove all of the currency symbols from the purchase and add a prominent line of text at the bottom to say "All prices in Euro". Or whatever currency you want.

This would at least get around how to print POs in different currencies without having to modify the currency settings each time.

HTH  


Regards - Richard (Easify Developer)

Posted by chrisransley

Re: Multi-Currency Support

Thank you Richard,

That is actually a good idea and easier to use.

Posted by Glen.Read

Re: Multi-Currency Support

Richard said:

We've been asked for this a number of times and it is on our hit-list of things to address in the future. However we don't have it scheduled at present. I will add a vote from you to our issue tracking system to increase the probability of this getting added as a feature.

In the meantime, it might help if you make a copy of your Purchase Order in the Paperwork Designer and change it to use the Euro symbol wherever it displays currency. Save the Purchase Order as (say) "Purchase Order (Euro)". Then when you want the PO to appear in Euros just choose to print the Euro version from the Purchase window.

Alternatively you could remove all of the currency symbols from the purchase and add a prominent line of text at the bottom to say "All prices in Euro". Or whatever currency you want.

This would at least get around how to print POs in different currencies without having to modify the currency settings each time.

HTH  

Morning Richard,

I like the idea of changing the £ sign to a Euro sign in a copy of the purchase order, but I can't see where to change it in the paperwork designer.

any ideas please?

Glen

Posted by John

Re: Multi-Currency Support

[quote="Glen.Read":ndemies9]Morning Richard,

I like the idea of changing the £ sign to a Euro sign in a copy of the purchase order, but I can't see where to change it in the paperwork designer.

any ideas please?

Glen[/quote:ndemies9]

Please read this forum post:

http://www.easify.co.uk/forums/viewtopic.php?f=6&t=578


Happy to help - John (Easify Support)

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