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Produce Customer Statements for different currencies, e.g. Euros

We have customers that request for their statements to be sent in there home currency.
  • Guest
  • Jan 10 2017
  • Part Released
  • Dec 8, 2022

    Admin response

    You can now create Customer Statements in the currency of your default account (Example if you setup your IRIS KashFlow account in Euro then all your Customer Statements will appear in Euro). This is configured by selecting ‘Home Currency’ in the Company Details screen in the Settings section of KashFlow

    However at this stage you are unable to create Customer Statements in the currency of your customers – this is currently being investigated with a view to being rolled out next year.

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  • Michael Chadwick commented
    10 Dec, 2022 08:42am

    @admin response 8/12/22, sorry but that’s not a part release! If you create an account in dollars you would expect everything to show in dollars. It’s great that the issue is being considered though, but in the meantime it’s absolutely no change.

  • Alex Gibson commented
    7 Dec, 2022 12:23pm

    This is marked as 'Released' - so has it been, and if so where is the documentation about it / how do we enable and use it?

  • Guest commented
    21 Nov, 2022 09:33am

    Is this going to happen, how lo g more do we have to wait??????

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  • Michael Chadderz commented
    13 Jan, 2020 02:29pm

    Please can we have an update on the expected time for delivery on this?

  • Guest commented
    10 Dec, 2019 02:10pm

    Essential for my business too. How come something as fundamental as this which was first raised almost three years ago has not yet been fixed?

  • Lindsay Smith commented
    27 Dec, 2018 01:44pm

    This is essential for me. We have large multi-stage projects that are invoiced in parts and it's essential to be able to send clients statements. Sending them in GBP when the invoices are in EUR is confusing and useless. How can I vote for this?

  • Alex Gibson commented
    21 Jun, 2018 08:16am

    Five months on from this being 'top of the list' - how is this progressing?

  • Kirsty Willis commented
    3 Apr, 2017 03:58pm

    If we send out a quote which includes various options, we use the tick box at the foot of the page, so that Kashflow doesn't total up all the options provided, which would give a totally misleading total cost.

    However, once the option not to provide a total is used, Kashflow then also removes any indications regarding currency and VAT - see attached example.

    When using this option, we have to remember to manually insert the comments regarding figures in GBP and that they exclude VAT.

    I just thought I'd mention it, as we had an issue recently with a prospective client on the Continent, who said he assumed our quote was in Euros as there was no currency indication!

  • Guest commented
    6 Feb, 2017 02:25pm

    This is essential....

    I am considering other packages at the moment as editing KashFlow takes too much time...

  • Guest commented
    10 Jan, 2017 09:15am

    I agree. I need this feature

  • Guest commented
    10 Jan, 2017 09:15am

    I need this

  • Guest commented
    10 Jan, 2017 09:15am

    Statements in other currencies are essential....
    KashFlow misses a lot of essential tools for trading with other European countries....
    You need to catch up with other packages
    It causes a lot of wasted time editing pdf statements with a pdf editor....

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