For HLMSW users that use multiple currencies for invoicing some improvements to assist in the correct currency selection have been included in the most recent build (8.0.3.17).
To enable multiple currencies in HLMSW you must select the Use Multiple Currencies option in the Invoice Defaults section (on the System Defaults tab of the HLMSW Configuration Editor).
If you select this option, you need to enter at least one currency that will be used as the DEFAULT setting for all new invoices. Currencies in HLMSW are entered using the 3-character ISO 4217 Currency code values such as USD,EUR and GBP. A different default Currency can be entered for every Company and if you want new invoices to use these values first, then select the Always use Default Currency option.
To display different currencies in HLMSW, you must then associate different countries with different currencies via the Edit Venue and Locale button on the same System Defaults tab in the HLMSW Configuration Editor.
It is also possible in HLMSW to assign default currencies by account in HLMSW as well using the option here:
HLMSW will assign the currency based on this order:
- Account Currency
- Account Country OR Company Currency (depending on the Always use Default Currency flag mentioned above)
- Company Currency
- System Currency
You can though override this when you create an invoice using the drop down in the Invoice tab of HLMSW.
When using multiple currencies, make sure the the TCUR currency field is used somewhere on forms with amounts to indicate the currency, or use the Invoice/Currency Symbol form code to display the currency symbol of the invoice currency.
One note of caution – HLMSW does not do any currency conversion and so all reports should include the currency symbol to make sure that the appropriate conversions are made.