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billing currency

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(@julius-kimani55)
Posts: 12
Active Member
Topic starter
 
[#3825]

hi. i want my costing and billing sections to have three types of currency i.e local currency (KES), US DOLLAR and EURO


 
Posted : 14 Nov 2016 8H28
babynus
(@babynus)
Posts: 14966
Main Contributor Admin
 

Hi,

ProjeQtOr does not take into account multi-currency.


 
Posted : 14 Nov 2016 10H03
(@julius-kimani55)
Posts: 12
Active Member
Topic starter
 

where in code can i add this. if i can access the point am sure i will manage to add that


 
Posted : 15 Nov 2016 7H55
babynus
(@babynus)
Posts: 14966
Main Contributor Admin
 

where in code can i add this

Everywhere code deals with some cost (all fields named xxxCost or xxxAmount).
And you will also need to defined convertion table, and possibly a way to actualize values on regular basis.
Not simple I'm afraid. (and it's why we did not try to run into it)


 
Posted : 19 Nov 2016 0H33
(@julius-kimani55)
Posts: 12
Active Member
Topic starter
 

i have an idea, if you are recording a new project, you are given an option to select kind of currency to use. an example, i may have used EUROS in my first project but now i want to use USD in my second PROJECT. so here yo need to avail an option to choose currency

AM TRYING TO WORK WITH CODE TO ACHIEVE THIS BUT ITS BECOMING TOUGH. HELP PLEASE


 
Posted : 26 Nov 2016 9H48
babynus
(@babynus)
Posts: 14966
Main Contributor Admin
 

Today 07:48
i have an idea, if you are recording a new project, you are given an option to select kind of currency to use. an example, i may have used EUROS in my first project but now i want to use USD in my second PROJECT. so here yo need to avail an option to choose currency

and how would you consolidate costs if these 2 projets are sub-project a another one ?

AM TRYING TO WORK WITH CODE TO ACHIEVE THIS BUT ITS BECOMING TOUGH. HELP PLEASE

This is the difficulty.
You will have to update code every where costs are displayed or used...


 
Posted : 26 Nov 2016 16H07
(@julius-kimani55)
Posts: 12
Active Member
Topic starter
 

i guess subproject can just take the currency of the main project automatically


 
Posted : 28 Nov 2016 9H50
babynus
(@babynus)
Posts: 14966
Main Contributor Admin
 

Concider use case :
Create Project 1 in $, with $1000 validated cost.
Create Project 2 in €, with 1000€ validated cost.
Create Project 3 in £.
Npow move Project 1 and Project 2 under Project 3 (as sub-projects).
How would you manage this case and convert amounts in currency of £ ?


 
Posted : 28 Nov 2016 10H54
(@julius-kimani55)
Posts: 12
Active Member
Topic starter
 

our projects don't have sub projects. so it wont conflict. so guys help me am in real problems.


 
Posted : 06 Jan 2017 14H26
(@julius-kimani55)
Posts: 12
Active Member
Topic starter
 

we even dont even need sub project field. guys help add the multi currency


 
Posted : 06 Jan 2017 14H27
babynus
(@babynus)
Posts: 14966
Main Contributor Admin
 

This is a very restrictive use case.
This is a planned evolution, but it is not a priority one because its cost (about 15 work days) is not worth the improvement (compared to many other evolutions to be done)
So we won't do this is the coming months unless someone sponsors the evolution.


 
Posted : 06 Jan 2017 18H19
(@julius-kimani55)
Posts: 12
Active Member
Topic starter
 

okay. if checked when you change currency from may be usd to euro the previous projects currency also changes. is it possible that you can restrict the change for currency to be only be for new projects to be recorded not previous projects that are already recorded


 
Posted : 07 Jan 2017 10H25
babynus
(@babynus)
Posts: 14966
Main Contributor Admin
 

NO.
As of today currency is a global parameter, just used for display.
You can set it to $, enter $1000 for cost, then change currency to €, you'll just display 1000€ for the cost.

What you require is real multi-currency that deos not exist yet on ProjeQtOr (and I'm afraid won't exist until someone sponsors the evolution)


 
Posted : 07 Jan 2017 21H47
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