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Allow multiple currencies per client

Why do we need to set up a different client, should our client request to pay different invoices in different currencies?

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    Martin shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    53 comments

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      • Ari commented  ·   ·  Flag as inappropriate

        Guys you really need to prioritize this! Its been a request since 2015... how have you decided it is not for now?

      • Christian Eiermann commented  ·   ·  Flag as inappropriate

        Definitely needed! We have so many duplicate vendors because of this issue. Also it is not possible to create a view in bills where you can see all bills in a certain currency. Therefore everything is mixed and lots of vendor contacts are duplicates. Pretty messy.

        At least allow the following:
        - Create a view for bills/invoices by currency (For example show all bills in USD)
        - Ability to record payments in different currency (For example some of our bills in USD are paid with our EUR account. But we are unable to select the EUR account under "paid through" when recording the payment

      • Anonymous commented  ·   ·  Flag as inappropriate

        Zoho team, this feature was requested more than 3 years ago,,,
        My hair is getting gray, and still can not see any progress in this matter!
        No offense, as I know it requires so many coding and studying, but is it ok to take almost 4 years to add this feature?
        We have high hopes on you to kick off the features most of the loyal Zoho clients wanted.

      • Benjamin del Pozo commented  ·   ·  Flag as inappropriate

        This is very imporant, please make it priority!. CRM already has this, it can invoice with multiple currency, just move that development to books and zoho-finance

      • Felipe Baez commented  ·   ·  Flag as inappropriate

        This might be just me, but I think Zoho team is really bad at communicating with its client base and implementing new features.

      • Anonymous commented  ·   ·  Flag as inappropriate

        Zoho team, please, this issue was in a big demand for the past 3 years!
        We just need to know if any progress is made on it...

        Even if you have a turn around solution (other than creating multiple clients for the same one client).

        Thank you very much

      • Yasser Awad commented  ·   ·  Flag as inappropriate

        The first problem is that we deal with cross-border customers, as we deal with the same company in USD / EUR / GBP...etc. depending on the type of service they render from us... in which while using Zoho Books we are not able to have a proper unified SOA for such clients...

        As well, same goes to our Vendors,

        Second problem is that some clients when we invoice them in EUR, they change their mind and pay us in the equivalent USD!! and this is an impossible thing to track in Zoho Books

        So Zoho Team, I would really ask you to please see this point as it is very very important for a large sector of loyal customers here...

      • Lucy @A2ZCloud commented  ·   ·  Flag as inappropriate

        @reshma @pavritha - Don's comment hits the nail on the head when you look at it from a Zoho perspective
        Right now, currency is set at Account level in CRM, which then push down to Contacts in Books, and all of transactions .... Sales Order, Invoice, Payment.

        We have cross-border customers, who would buy goods online with USD website, then later would buy goods thru sale reps in Canada (in CAD).... Now we have to create a new CRM account in CAD for that same customer.... And then in DESK, we also see 2 Acct (one in USD and one in CAD) for the same customer....

        Another million vote for multi currency at SO, INV level, instead of at Account (in CRM) or Contact (in Books) level.

      • Vagelis Antoniadis commented  ·   ·  Flag as inappropriate

        It would be useful to have multiple currencies per customer as we have customers who want to be able to pay in different currencies

      • Don commented  ·   ·  Flag as inappropriate

        Right now, currency is set at Account level in CRM, which then push down to Contacts in Books, and all of transactions .... Sales Order, Invoice, Payment.

        We have cross-border customers, who would buy goods online with USD website, then later would buy goods thru sale reps in Canada (in CAD).... Now we have to create a new CRM account in CAD for that same customer.... And then in DESK, we also see 2 Acct (one in USD and one in CAD) for the same customer....

        Another million vote for multi currency at SO, INV level, instead of at Account (in CRM) or Contact (in Books) level.

      • Expert Learner commented  ·   ·  Flag as inappropriate

        We are ok with only 1 currency, our problem, some times users create the customer with 1 currency and closing the deal they change their minds and now need us to charge en another currency.

        I mean, we need to change the currency only once after the 1st invoice is created.

      • Ethan Lessiter commented  ·   ·  Flag as inappropriate

        This needs to be implemented into Bills and Vendors too.

        Example. I pay a US Reciept with my New Zealand Visa Card... so the Bank Feed Charge is $NZD even tho the reciept is in $USD. It doesn't let me match it

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