Forum Discussion
Olivier_Tassinari
Parolier novice
il y a 3 ansFeature request: Allow to support by currency
I would love to be able to filter bank transfers by currency. I tried to report this in the idea list page but it doesn’t seem to work anymore.
Olivier_Tassinari
Parolier novice
il y a 2 ansTo clarify this feature request, it’s about (by priority):
- Having a currency field exported in https://data-sharing.pennylane.com/docs/en/pennylane/models/analytical_ledger.html. We would like to update our cash flow model using Pennylane’s data, but we do it in USD, not in EUR. Today, we still have to do it manually from the bank transfers. Ironically, https://data-sharing.pennylane.com/docs/en/pennylane/models/bank_transactions.html provides the currency, but not the analytics tag, so we can’t use it.
- To be able to filter invoices by currency in the UI (today, it’s already possible using the SQL export of Pennylane). It can help to filter more quickly using the UI.
- To be able to filter transactions by currency in the UI (possible in the SQL export). We have multi-currency accounts.
- To be able to change the currency to USD in the analytics report https://app.pennylane.com/companies/21972960/analytics_reports?source=supplier_invoices&supplier_invoices_view=tags