Multi-currency / company / tax2019-10-09T14:52:42+00:00

MULTI-CURRENCY / COMPANY / TAX

International customers should receive a service that is as seamless as it is for your local clients. Invoices should appear in their local currency. Contracts and fulfilment should take place within the context of their local rules and tax schemes.

  • Easily manage international sales order processes.

  • Finance teams no longer have to manually calculate exchange rates.

  • Invoices and quotes all show up-to-date tax and local rules.

  • Reduce the administrative burden of overseas customers.

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Getting this right is not easy. For many organisations it is a significant drain on resource to have to manually calculate exchange rates each time they issue an invoice, and to always ensure compliance with the rules and tax obligations of a foreign jurisdiction.

CRM from Workbooks provides a solution to this conundrum. With pre-set rules and currencies within the platform, invoices show local currency with the up-to-date exchange rate, and all contracts and activities are adapted for local rules and tax laws – and so without tons of manual input or processes.

Reporting at a global level is made possible and easy with local and home currencies available for each quote, contract, order and invoice. You can review pipeline and sales revenue for a country, across a region or globally at the click of a button.

By implementing Workbooks CRM companies can remove much of the administrative burden associated with working with an overseas customers whilst delivering the compliance and seamless service those customers expect. It gives them global visibility into their sales activity and performance.

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