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?
Anand B commented
We are deciding to move away from Zoho as there are plenty of essential feature such as multi-currency, auto-addition of transaction surcharge for credit card payments are missing from years now.
I was convinced to sign up for Zoho Books + Inventory + CRM until I read this.
We need multi currency definately
Seeing how slow this company has gotten me to stop
We need to work with serious companies who respond to customers requests not keep it pending for 3+ years
Christian Eiermann commented
By not offering multi-currency, the CRM becomes a total mess. Almost all of our clients are invoiced in 2 different currencies. Therefore we have tons of duplicate contacts in CRM since we need to sync Zoho Books and Zoho CRM. Please release this feature asap! The lack of this feature is causing us lots of work and not helping us to be more efficient!
yes, definitely needed - is there any timeline for this. In nowadays time multi-currency support is definitely a must, and creating several contacts is fine for zoho Invoice on a standalone basis, however, when you link it with CRM it's just a mess and defeats the purpose of a CRM tool!
Please make this available
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
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
Menzer Hajiyeva commented
YES!! WE HAVE THE SAME PROBLEM! please address it soon!
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
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
This might be just me, but I think Zoho team is really bad at communicating with its client base and implementing new features.
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
JJ Smal commented
Amazing - not for now in the global market we live in ....
Yasser Awad commented
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...
Very much needed for our customers
Lucy @A2ZCloud commented
@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.
Any update about this? At least someone from the Zoho Team is looking at this?
Vagelis Antoniadis commented
It would be useful to have multiple currencies per customer as we have customers who want to be able to pay in different currencies
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Yeah, make this happen.