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Feature request: Allow to support by currency

Niveau d'utilisateur 1

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.

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Meilleure réponse par Brenda Diakite 5 February 2024, 11:08

Niveau d'utilisateur 3

Hello @Olivier Tassinari,

Have you multiple currency in a bank account ?

If you have a currency by bank account, I recommend you to filter by bank account : See more > Account 😊

Niveau d'utilisateur 1

> Have you multiple currency in a bank account ?

We do, Wise allows transferts in different currencies from the same bank account. Filtering per bank account is not a solution.

Niveau d'utilisateur 3

Hello @Olivier Tassinari, ok I understand. Unfortunately, for the moment, we will not be able to use a filter for this. But I have noted your need 😊

Niveau d'utilisateur 1

To 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

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