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Articles tagged "currencies" returned 12 results.
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Currencies
The Gold-Vision Quotation and Product system is fully multi-currency; with any number of foreign currencies and exchange rates able to be added. To view and manage foreign currencies, you can...
Configure QuickBooks Online integration
...Currency Import Enable this Module so that any new Currencies created in QuickBooks Online will be imported to Gold-Vision Edit Mappings lets you choose which QuickBooks Online Currency fields data...
Xero Integration Overview
...sale within your CRM. It’s easy to manage your invoices, track payments, and billing histories. With other features such as applying tax codes, product categories, and multiple currencies – you’ll...
Creating An Opportunity
...most cases to create sales pipeline charts. Currency Gold-Vision supports multi currency options, this enables users to setup sales in different currencies and sales reporting can be created using Local...
Creating a Quote
...Sales Reporting, click here to find out more. Quote Currency Gold-Vision supports multi currency options, this enables users to setup sales in different currencies and sales reporting can be created...
Managing Quote Products
Once a quote has been created users can add products to the quote. Below are the different ways on how products can be added: Info Before you add Products to...
Financial Entities
...Financial Entity, the External ID is a unique 3rd party code for integrations. Tip Tip: Financial Entities can be set against Products, Currencies and Price Lists, Accounts, Opportunities and Quotes....
Price Lists
...set up new currencies please see ‘Financial Entities’. Once you have saved your Price List you will not be able to change the Parent Currency. Editing A Price List Price...
Product Settings
...the business or group. Please note that each user can set up their own preferred currency, allowing them to view opportunities in their own currencies. Base Currency ISO Code See...
