Reports doesn't follow the project's currency

  • 1
  • Idea
  • Updated 1 year ago
  • Planned
We have encountered a bug in the Reports session. There is a report that we use to compare the estimated billing of several projects for the selected dates with the actual billing for these dates and projects. We’ve set the base currency to these projects in brazilian currency (here referred as BRL), and we’ve also set the report currency to be in BRL. However, when we run the report, one column shows the actual billing in BRL and the other shows the estimated billing in USD, even though neither the project or the report’s base currency is set in USD.
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Andrade, Victor

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Posted 3 years ago

  • 1
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Lingaraj Dharwad, Product Champion

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Hi Victor,

Thank you for using Replicon community,

Can you provide a screenshot of this report along with the name of the report template its based on? 

Thanks,
Lingaraj
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Lingaraj Dharwad, Product Champion

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Hi Victor,

This will be looked into when the planning for next years roadmap begins. 

Thanks,
Lingaraj
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Lingaraj Dharwad, Product Champion

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I have also escalated this to my manager to see if any alternate solutions can be provided. I will reply as soon as I can find a work around. 
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Andrade, Victor

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Ok, Lingaraj! Hope to hear from you again soon.

Many thanks, 

Victor.
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Lingaraj Dharwad, Product Champion

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Hi Victor,

I have heard from the PM team and have sent you an email, so that we can schedule a meeting with you.  

Thanks,
Lingaraj
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Andrade, Victor

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Hi Lingaraj,

Nice to hear that! I'm going to anwser your e-mail right away!

Best regards,

Victor.
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Lingaraj Dharwad, Product Champion

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Hi Victor,

PM team is currently working on adding fields which can calculate Estimated Billing based on invoice currency set in each project. 



We should be able to close this by the end of this quarter.

Feel free to email me should you have any other questions. 

Thanks,
Lingaraj
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Xanthopoulos, George

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Lingaraj - it would appear that there are three places in a Project to set Project Currency: Invoice Currency, Project Estimate Cost and Task Estimated Cost. Is there anywhere else that it needs to be set? I saw in the May 1 release notes that Project Currency is now available in the Billing report template; when are you expecting to release additional Project Currency updates to the product, including the Status/ Hours/ Cost/ Billing widget and Actual Billing summary appearing in Project Currency instead of Base Currency?
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Aashnee Kamboj, Community Moderator

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Hi George,

Apologies for causing any confusions however, would you be a little more specific on the template and the exact fields where you need the project currency. Status/Hours may not be a part of it for sure.

Thanks,
Aashnee