Multi-Currency Enhancements
- Full multi-currency support expanded across:
- Sales Invoices
- Quotes
- Proformas
- Credit Notes
- Sales Orders
- Hire Contracts
- Work Orders
- Currency and Exchange Rates now automatically carry through when converting between documents
- Customer and Supplier records now auto-default to the Base Currency
- Customer Currency can now be edited directly on the Customer Edit screen
- New Sales Exchange Rate support added to:
- Currency Edit
- Currency View
- Currency Rates pages
Reporting & Analytics
- All Sales Reports now display figures in Base Currency
- Customer Aging Analysis:
- New Currency grouping
- Totals removed where mixed currencies apply
- Customer & Supplier reports enhanced with:
- Currency columns
- Exchange Rate columns
- Outstanding figures in foreign currency
- “Oldest Invoice By Customers” now:
- Displays invoice values in Customer Currency
- Displays Gross totals in Base Currency
Sales Documents & Templates
- Exchange Rate and Currency support added across:
- Sales Invoice templates
- Quote templates
- Proforma templates
- Credit Note templates
- Sales Order templates
- New template fields added:
ExchangeRateDocumentCurrencyNameTotalPriceExcBaseTotalPriceIncBase
- Currency & Exchange columns added (hidden by default) across:
- Sales Invoices
- Quotes
- Credit Notes
- Proformas
- Sales Orders
- Hire Contracts
Accounting Integrations
- QuickBooks:
- Customer Currency Codes now imported into Turbo
- Sales Invoices & Credit Notes now post Currency and Exchange Rates
- Xero:
- Sales Invoices & Credit Notes now post Currency and Exchange Rates
- Big Red Cloud:
- Transactions now posted in Base Currency
Manufacturing Improvements
- Once stock is generated against a Manufacturing Order line:
- Batch allocation can no longer be changed
- Existing allocated batch selections now auto-tick when editing
- New warnings added when:
- No batch numbers are available
- Expired batches are now hidden unless already allocated
- “Record Production” improvements:
- Prevents over-production against allocated batches
- Optional automatic pallet label printing added
- New Manufacturing setting:
- Auto print a batch label when recording a batch
Batch Allocation & Tracking
- Allocated batch details now visible directly in Allocate fields
- Batch Quantity Available calculations corrected during Partial Complete
Payments & Currency Handling
- Incoming Payments now show:
- Currency Code
- Exchange Rate
- Sales Invoice Payment popup:
- Numeric-only validation
- Locked to 2DP
Lists & Screens
- Currency columns added across:
- Customer Lists
- Price Lists
- Outstanding Invoices
- Draft Invoices
- Active Quotes
- Won Quotes
- Lost Quotes
- Active Proformas
- Active Invoices
- Hire Contracts
- Balance totals removed where mixed currencies apply
Work Orders & Hire Contracts
- Work Orders now automatically inherit:
- Customer Currency
- Exchange Rate
- Once a Work Order has started:
- Customer can no longer be changed
- Hire Contracts:
- Exchange Rate support added
- Currency maintained during document conversions
- “Fixed Price” option removed
Fixes
- FIXED: Batch allocation quantity calculations during Manufacturing Partial Complete
- FIXED: Over-producing stock against allocated batches
- FIXED: Multiple sales reports showing non-base currency totals incorrectly
- FIXED: Sales Trends, Budgets, Sell Through and Business Focus currency calculations
- FIXED: Sales by Product VAT & Margin currency calculations
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