Forum Discussion

marlonnz's avatar
marlonnz
Experienced User
13 days ago

Customer in Multiple Currencies

We trade in multiple currencies, and one of the great features of AccountRight is that you only need to set up a single customer card, regardless of how many currencies you trade with that customer. This is a huge advantage—for example, if you trade in five different currencies with 1,000 customers, you don't need to maintain 5,000 customer cards.

 

However, I've run into an issue when printing customer statements.

 

One of our customers requested a statement, so I went to:

 

Sales > Print/Email Statements > Advanced Filters

 

I then:

 

Selected Statement Type: Activity

Updated the statement date

Selected the customer

Ticked Include Customers with Zero Balances

Chose the statement form and printed it

The statement displays our company trading currency code (NZD), but the transaction amounts are all prefixed with the $ symbol, even though the customer has transactions in foreign currencies.

 

I've tried several ways to customise the statement form so that it displays the actual foreign currency for each transaction (e.g. GBP, USD, EUR) and removes the $ symbol, but I haven't been able to achieve this.

 

Note: If I use the same form for a customer who has traded only in GBP, the statement displays correctly.

 

Has anyone experienced this issue or found a way to customise the statement so that it correctly displays multiple foreign currencies?

 

Thank you in advance for your help.

2 Replies

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    13 days ago

    Hi marlonnz

     

    Thanks for sharing the details here.

     

    From what you've described, this looks like a current limitation in how AccountRight handles multi-currency statements, rather than a setting you've missed.

     

    AccountRight can record transactions for the same customer in different currencies, but when you print a statement, it doesn't currently display multiple foreign currencies on the one statement correctly. At the moment, there isn't a workaround for this.

     

    If you'd like to suggest this as an improvement, you can post it on the Ideas Exchange board so it can be reviewed and voted on by other users.

     

    Regards,
    Genreve

  • marlonnz's avatar
    marlonnz
    Experienced User
    13 days ago

    Hi Genreve_S​,

     

    Thanks for your feedback.

    I posted the concern on the Ideas Exchange board and hopefully it gets reviewed and voted on by other users for MYOB to consider.

     

    Regards,

    Marlon