invoicing expenses

Derek Atkins warlord at MIT.EDU
Fri Jan 6 11:55:44 EST 2012


Andrew Sullivan <ajs at anvilwalrusden.com> writes:

> Oh, sweet!  Thanks.  You've saved me a lot of work.
>
> I've been bitten by the funny way these things work together more than
> once.  I feel like there's something I missed in the manuals, but
> maybe it's not there?  Is there perhaps a need for something about the
> way the currency stuff interacts with the business features?  I'm
> thinking somehting along the following lines:
>
>     If you deal in multiple currencies, be aware that the currency
>     setting of the customer or employee _at the time an invoice or

Note that this includes vendors, too.

>     voucher is created_ is what determines the currency for that
>     invoice or voucher.  So, for instance, if you have a customer
>     billed in United States Dollars, then any new invoice for that
>     customer will be created using US Dollars.  If you want to use a
>     different currency, set the currency on the customer or employee
>     before starting the invoice or expense voucher.  If you need to
>     change the currency later, then you do that by changing the
>     customer or employee's currency, editing the invoice or voucher,
>     and selecting anew that cusomer or employee.
>
>     Note that this means a voucher or invoice can only be in one
>     currency at a time.  For invoices, this is normal, but expenses
>     can sometimes span more than one currency.  The only solution for
>     that is to create more than one voucher, changing the employee's
>     currency each time before creating the voucher.

Sounds great!  Are you going to add this to the wiki or submit a patch
to the documentation?

> ?
>
> Thanks for your help.  Learning that I don't have to re-do all that
> data entry is a godsend!
>
> Best,
>
> A

-derek

-- 
       Derek Atkins, SB '93 MIT EE, SM '95 MIT Media Laboratory
       Member, MIT Student Information Processing Board  (SIPB)
       URL: http://web.mit.edu/warlord/    PP-ASEL-IA     N1NWH
       warlord at MIT.EDU                        PGP key available


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