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Created by Guest
Created on May 10, 2019

Order Value this Month report - multi-currencies

For companies who have multiple Operating Companies in their accounting system, with different currencies set up, the Order Value this Month report on the Dashboard doesn't display the orders very well - it looks at the most recent order and whichever currency that Quote has, this will be the currency symbol that is displayed on the dashboard report. Also, the figure for the confirmed Quotes added together is just the totals added together and not converted into just the one currency which is shown on the dashboard. 

We should therefore build a report which can convert to just one currency to help customers who have this multi-operating company/currency situatino

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