Can't tag foreign payments

[Admin3]

Hello,

I have been invoicing in foreign currency. When the payment comes in I cant seem to track it to my invoice created.

Please assist.

Thanks

Brent

[QFMathew]

Hi Brent

What currency is the invoice and payment in? Are they the same or different (e.g. invoice in EUR but payment in GBP)?

[cedev]

Looks like this feature request:

Tagging forreign currency receipts and bank transactions

Or pull back transactions based on +/- 2 days from the bank if no exact match? I have the same issue, and always have to go off to see what it came in as and then retype the FX rate, etc. Would be easier to pick up a match from a short-list.

[Admin3]

Hi Yes,

I invoice in CAD, USD, AUD, ZAR and Euro

The funds convert into GBP when they hit our Barclays account so when I tag them they are always in GBP.

Hope that helps

Cheers

[Admin3]

Yip I think we have the same issue I have to create new invoices each time to match the GBP transaction that comes in.

[cedev]

In this case, add a comment saying that you want this feature as well in the link I posted.
(It will go up the ladder of priority)
Thanks

[QFMathew]

@Admin3 - there isn’t a way at present to tag a GBP payment to a non-GBP invoice at the moment. In this instance, you would need to use the Log Payment option and enter the equivalent GBP value there too.

This will create a bank transaction for you, but you can then delete the untagged duplicate entry.

[Admin3]

Is this something that will be fixed in future?

[QFMathew]

There’s nothing to fix (as it works as expected). But as @cedev suggests, add your comments to the thread above and we’ll certainly count your interest in this as a potential new feature.