Alan Hasell

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    3 comments  ·  Workbooks Enhancements & Suggestions  ·  Flag idea as inappropriate…  ·  Admin →

    We already have this option available on Opportunities, so we will look to replicate this on the other Transaction Documents in a future release.

    For now, it might be an idea to create a custom field on your Quotes/Invoices that stores the status of the document, e.g. ‘Rejected – currency change required’. This would make it easier to exclude the documents from your Reports and Landing Pages, meaning you do not have to ‘scrub’ the document, but simply change the status and create a new one.

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    Alan Hasell commented  · 

    This would also be of great use to us. We deal in three different currencies (GBP, EUR, and USD) and at the moment we have to create a duplicate opportunity for some orders.

    Alan Hasell supported this idea  · 

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