Claire

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    0 comments  ·  Workbooks Enhancements & Suggestions  ·  Flag idea as inappropriate…  ·  Admin →
    Claire shared this idea  · 
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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.

    Claire commented  · 

    We also deal in 3 currencies (GBP, EUR and USD) and we would like to see this functionality throughout. Sometimes we need to change the currency of an invoice or supplier order but don't want to type out a huge invoice with lots of line items again we just want to be able to change the currency or copy it into a new document in a different currency. This would make our life a lot easier.

    Claire supported this idea  · 

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