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Anonymous
Not applicable

Customise Supplier Balance Summary to Include Multi Currency Value not only Home Currency

Hi,

How do I customise the Supplier Balance Summary?

I want to see the values owed in both home and applicable vendor currency.

The option doesn't show under customise.

 

Thanks
T

3 Comments
QuickBooks Team

Re: Customise Supplier Balance Summary to Include Multi Currency Value not only Home Currency

Adding a foreign or vendor's currency value isn't possible in the summary report, TMF2001.

 

I'd suggest running the Supplier Balance Detail report instead. This will give yo the option to add a column for foreign amount. Here's how:

 

  1. Look for the Supplier Balance Detail report in the Report menu.
  2. Click Customize, then go to the Rows/Columns section.
  3. Check the Foreign Amount or Foreign Open Balance boxes.
  4. Click Run report

We also have an article about customizing reports. Let me share this so you can get more info about this function: Customise Your Reports in QuickBooks Online

 

The QuickBooks Team is always here in case you need help with your reports. 

 

balance detail.PNG

 

balance detail 2.PNG

 

 

Anonymous
Not applicable

Re: Customise Supplier Balance Summary to Include Multi Currency Value not only Home Currency

Thanks.

I was hoping for the summary as I export csv and import as payments into the bank system to generate payments. Was hoping to save a step.

Thanks

T

QuickBooks Team

Re: Customise Supplier Balance Summary to Include Multi Currency Value not only Home Currency

I know how convenient it is on your part to use the Supplier Balance Summary report, TMF2001.

 

Although right now, the best report that you can pull up and customise is the Supplier Detail report. This will show the foreign amount column, as my colleague stated. 

 

I'll share this concern to our management, though. This will be sent to our product developers for assessment. The option to customise and add a foreign column in the Supplier Balance report might be included in future updates.

 

Please let us know if you need more help with your reports. Wish you a good day.