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Status Part Released
Product IRIS KashFlow
Categories Invoicing & Quotes
Created by Guest
Created on Jan 10, 2017

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

We have customers that request for their statements to be sent in there home currency.
  • ADMIN RESPONSE
    Dec 8, 2022

    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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    • donna scotting
      Reply
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      Jun 24, 2024

      This would be incredibly helpful, i am currently having to create a statement by exporting the information into excel and the custting and pasting on to our letterhead. This admin response was dated 2022 it is now 2024 and this has not been rolled out. Please advise if this will happen as it would be so useful

    • Michael Chadwick
      Reply
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      Dec 10, 2022

      @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
      Reply
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      Dec 7, 2022

      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
      Reply
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      Nov 21, 2022

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

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    • Michael Chadderz
      Reply
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      Jan 13, 2020

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

    • Guest
      Reply
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      Dec 10, 2019

      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
      Reply
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      Dec 27, 2018

      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
      Reply
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      Jun 21, 2018

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

    • Kirsty Willis
      Reply
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      Apr 3, 2017

      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
      Reply
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      Feb 6, 2017

      This is essential....

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

    • Guest
      Reply
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      Jan 10, 2017

      I agree. I need this feature

    • Guest
      Reply
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      Jan 10, 2017

      I need this

    • Guest
      Reply
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      Jan 10, 2017

      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....

    • +30
    9 MERGED

    Produce a statement in a foreign currency

    I am aware that we can produce an invoice in certain foreign currencies. Wonderful. However, when these invoices remain outstanding and we wish to remind clients to pay us in, for example, Euros, the statement produced in in Pounds. Not Euros as p...
    Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Part Released
    5 MERGED

    Multi Currency Customer Statement

    Hi. I would like to have a multi currency statements to customers.
    David Macharia about 7 years ago in IRIS KashFlow / Other 0 Part Released
    4 MERGED

    Create statements in other currencies - ie Euro

    No description provided
    Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Part Released
    3 MERGED

    When you invoice a customer in euros you send the invoice, when the customer wants a statement sent , it is not possible to send in euros only in sterling, this is very confusing for the customer

    No description provided
    Guest almost 6 years ago in IRIS KashFlow 0 Part Released