Statement of Account currency issue

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TJC company

• December 19, 2018 02:57

When I’m issuing SOA to my client, their default currency is different from our home currency. The SOA need to show their default currency instead of my home currency. Please improve this function.

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• Official comment

  

  Benjamin George

  • December 26, 2018 01:44

  Hi there,
  
  Thank you for your feedback. This does seem like a rather crucial function to improve on. Will raise this matter to our development team for further action.

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  Hisham Mohamad

  • January 02, 2019 08:26

  Hi TJC Company,

  Hisham here, I am the Product Manager for Financio. I already take your request and it is currently in our To-Do list. We will inform if we decided to build this function. We are trying our best to prioritize functions based on most requested.

  We appreciate your input to make Financio a better accounting software that suit your business needs.

  Regard,

  Hisham

  - Product Manager -

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  TJC company

  • January 06, 2019 14:58

  Can I export the SOA in excel format?

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  Hisham Mohamad

  • January 07, 2019 03:46

  Hi TJC company,

  Not right now, but we do have a plan in future to enabled Premium User to export all report in both PDF and Excel format.

  Regards,

  - Hisham - 

  Product Manager

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  Hisham Mohamad

  • January 11, 2019 07:43

  Hello there TJC, 

  Right now All Reports under "REPORT" menu can be exported to Excel or PDF. However, this function is only exclusive to our Financio PREMIUM users. 

  As for the ability to generate SOA or any report in Customer's currency, we are putting it in our priority.

  

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  TJC company

  • January 24, 2019 00:19

  May I know the progress? I need to generate quite a lot SOA every month. I need to manually do it now. It's terrible experience.

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  Benjamin George

  • September 06, 2019 02:11

  Hi TJC company,

  Just dropping a quick note to inform that we've just rolled out an update to have this matter addressed.

  The new statement of account will show all breakdown of currencies used as seen below.

  

   

  Regards,

  Travis Tai

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