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48 votes
Hi everyone, we're continuing to keep an eye on the interest this idea's received however at this time want to be upfront that bulk update of Expected dates for invoices isn't on the roadmap.
Just to highlight for those that have more recently joined in here - You can currently bulk add expected dates to invoices within Short-term cash flows, however as noted here you can't add dates to invoices or bills that are partially paid, have credit notes applied or are dated within a locked period.
We'll continue to track the interest for this idea and share if there's any change planned.
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Jason Antill
supported this idea
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398 votes
Hi everyone, thanks for all your feedback and highlighting the need for multi-currency manual journals, and being able to see the FX rate directly in the journal.
We understand the needs in this space have close ties with this idea for being able to journal to bank accounts, and this is something we have intentions of doing deeper discovery around in the longer term. However, we want to be upfront that this work isn't roadmapped right now.
Though we appreciate not the straight forward approach that you’re after here - currently you can create the journal via a bill in the relevant foreign currency. Entering positive and negative lines for the debit and credit entries, which results in a 0.00 bill total once approved. The bill lines are converted to your organisation’s base currency using the bill’s FX rate, and the transaction won’t revalue.
As soon as there's movement…
Jason Antill
supported this idea
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An error occurred while saving the comment Jason Antill
commented
Simple example we have a USD intercompany loan in an AUD base currency file.
We take up accurals for interest.
I'm guessing my work around is to setup a Bank Loan in US$ -
137 votes
An error occurred while saving the comment Jason Antill
commented
Yes very useful for us. I don't want approvers though having access to bills approved. Maybe only the ones they approved.
I would set a default on the supplier profile for who is the approver. Or a role based profile for Marketing, Manufacturing, Admin etc.Jason Antill
supported this idea
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With so many businesses under pressure it is critical that we can be more effective in managing the planned cashflow via a bulk edit option. Tell me one small business that is getting paid on the due date with all customers.