NEW: Currency Conversion and Billed To for Orders

Vinsight provides you with fully automatic currency conversions for any order that is created using a foreign currency. When you write an order using a foreign currency, Vinsight automatically looks up and saves the exchange rate for the order’s day: Our exchange rates are sourced from openexchangerates.org. If you post an order to Xero, Vinsight will take the exchange…

Managing Exchange Rate Fluctuations

Do you regularly deal with overseas customers or suppliers?  Exchange rate fluctuations can cause issues and uncertainty for both parties.  As a  business that sells into many markets, we have to deal with these issues ourselves.  We also hear from our customers how difficult and annoying it can be not having certainty regarding expected revenue and expenses. We…

Sales Person Reporting

Do your sales staff work on commission?  Do you simply want an easy way to review staff performance and sales?  We have introduced a new ‘Sales by Sales Person’ Quick Report on the Sales Workbench. You can filter for a date range and which sales data shows, e.g.: a certain product type or customer category. Also you can…