Foreign currency customer changing to NZD??

  • 2
  • Question
  • Updated 1 year ago
  • Answered
I have a customer account set up in HK currency, but they have agreed to be billed in NZD going forward.  How do I do this?  Do I have to start a new account to keep the integrity of the HKD account?
Photo of Alyssha Thompson

Alyssha Thompson

  • 200 Points 100 badge 2x thumb

Posted 1 year ago

  • 2
Photo of John G

John G, Information Support Analyst

  • 27,280 Points 20k badge 2x thumb
Hello Alyssha,

thanks for asking.

You'll need to create another Customer Account for this customer and set its currency as NZD. As Reckon Accounts does not like duplicate names, you'll need to modify the name a little bit - like putting a full-stop at the end of the name.  

If you are in NZ then NZD is your home currency, but if you are elsewhere you may need to create an Accounts Receivable account for NZ customers.


hiope this helps.


regards,
John.   
Photo of Alyssha Thompson

Alyssha Thompson

  • 200 Points 100 badge 2x thumb
Thank you, I thought so but wanted to double check!