Billing in an Alternative Currency

An Accounts Transaction (Billing Approval or Invoice) can be converted into an alternative currency, so the client receives the correct figure while the Project is still managed in its own currency. Exchange rates are set up in Currency Setup, so make sure your rates are current before converting.

To convert an Accounts Transaction to an alternative currency:

1. Create the Accounts Transaction as normal
2. In the Accounts Transaction window, choose the Alternative Currency required
3. Adjust the Rate (optional)
4. Click Save to update the alternative currency Total

To adjust the new Total to a specific amount (optional):

1. Click Set Total
2. Enter the new Total
3. Click OK (this will discount all discountable items to reach the new Total)

Please Note:

• To amend an Invoice, you will need to unlock the Transaction by clicking the lock icon
• The currency and exchange rate of an Accounts Transaction cannot be changed once it is linked to a Quote