Currency limitation when integrating Zoho CRM & Zoho Books
Brief Video of Problem: https://www.loom.com/share/d61d1d07d0904e149d80c1901a22418e.
Background
·
Our business is based in Australia and we have
to have Zoho Books in AUD to comply with tax and reporting regulations in Australia.
·
We sell all products in USD with most clients
residing in the USA and some clients outside the USA.
· For clients outside the USA we need to track financial information in their account in their local currency to allow us to calculate our client invoices. i.e. GBP
·
In order to integrate Zoho CRM with Zoho Books
had to configure Zoho CRM in same base currency AUD as Zoho Books.
o
This results in all currency fields in CRM
displaying in AUD.
Requirement
·
We need to be able to select currency for
individual fields in CRM rather than apply 1 currency to all fields across multiple modules contacts, accounts, deals and invoice modules. I.e. for a client we will need a field Deposit USD (currency field in USD) and another field Baseline GP GBP (currency field in GBP)
- We need these fields to be displayed in the current we require not in AUD
·
We sell our products in USD so we need some
currency fields to display in USD for all clients
·
We also have clients in different countries and
we need to display some currency fields to display in clients local currency for some contacts i.e. GBP
·
I noticed in each module you can apply a
currency per record but not for individual fields, i.e. in Deal you can apply a
currency for all currency fields in that deal
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