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Lucy @A2ZCloud

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  1. 1,196 votes
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    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.

  2. 9 votes
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    1 comment  ·  Zoho Books  ·  Admin →
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    Lucy @A2ZCloud shared this idea  · 
  3. 1 vote
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    1 comment  ·  Zoho Books  ·  Admin →
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    Lucy @A2ZCloud commented  · 

    This is the same request as another one I just voted on

    Lucy @A2ZCloud supported this idea  · 
  4. 1 vote
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    0 comments  ·  Zoho Books » Customers  ·  Admin →
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    Lucy @A2ZCloud shared this idea  · 
  5. 17 votes
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    2 comments  ·  Zoho Books » Reports  ·  Admin →
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    Lucy @A2ZCloud supported this idea  · 
  6. 3 votes
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    0 comments  ·  Zoho Books  ·  Admin →
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  7. 62 votes
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    Lucy @A2ZCloud supported this idea  · 
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    Lucy @A2ZCloud commented  · 

    This doesnt just apply to products/items but can be applied to services.
    eg I take an order for £10000 of services of which 25% is payable upfront and the rest as milestone payments. I need to be able to se the balance outstanding by client/project or across the organisation

  8. 180 votes
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    Lucy @A2ZCloud supported this idea  · 

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