Why the entity name is not available under Name Column When Entering a Journal Entry Line

Scenario When creating a Journal Entry, user can specify on the Name field the supplier or Customer at the line level. In some instance, a particular entity may not be listed or found from the Name drop-down menu.  Example: 1. Navigate to Transactions > Financial > Make Journal Entries 2. Subsidiary: Select Company A 3. Notice that Currency field is automatically set to USD (the primary currency) 4. Under Lines tab, add a row with these… Continue reading Why the entity name is not available under Name Column When Entering a Journal Entry Line

Applying a Customer Deposit

A customer deposit can be applied against an invoice when the order is complete. Deposits are applied by creating a Deposit Application transaction. It can be applied against an invoice either from a customer deposit record or on a customer payment form. Apply a deposit from a customer deposit record: Go to Transactions > Customers… Continue reading Applying a Customer Deposit

Error in Printing statement when Multiple Currency enabled

If you are printing customer Statements using customized pdf templates. Then after enabling the Multiple currency, when you try to print the customer statement using the earlier customized pdf template, it will throw an error . If this feature is enabled in your account, a specialized template is available for printing statements for customers that… Continue reading Error in Printing statement when Multiple Currency enabled

Apply Customer Payment to an Invoice in Different Currency

Jira Code : BGGN-398 Requirement [13-09 12:11] Aranya Ramanan How could I apply payment for those outstanding invoices if the customer paid in USD for EURO currency invoices ? Solution With the Multi-Currency Customers feature, users can now set a base currency and additional currencies available for transactions with a customer.  It is now possible to… Continue reading Apply Customer Payment to an Invoice in Different Currency