Hi all - I have working a client in the UK and the...
# generala
Andrew C
04/27/2022, 5:36 PMHi all - I have working a client in the UK and they typically transact in GBP, but some of their customers transact in USD. When I set up an Invoice transaction Saved Search for these types of clients (e.g. clients that transact in USD), I find that the Amount fields are off and don't appear to match the exchange rated value.
As anyone worked through this dilemma before?
Andrew C
04/27/2022, 5:38 PMTo add, I am able to pull the Amount (Foreign Currency) and that matches fine. But not sure how to get taxtotal in the Foreign Currency
b
battk
04/27/2022, 5:39 PMa
Andrew C
04/27/2022, 5:59 PMHm. But I do not even want the conversion to occur. I just want the raw numbers as they appear on the UI.
b
battk
04/27/2022, 6:22 PMthen pick the consolidated exchange rate type that corresponds to what you want
a
Andrew C
04/27/2022, 6:30 PMended up just doing a formula field on taxtotal / exchangerate
Andrew C
04/27/2022, 6:30 PMnone of those options changed the currency values i wanted to see
b
battk
04/27/2022, 6:37 PMtax total over exchange rate only works when there is no consolidation
a
Andrew C
04/27/2022, 7:52 PMbecause I am just exporting to an iPaaS where I can do further manipulation, I was thinking of exporting both sets and use one or the either depending on whether or not GBP is the currency on the invoice or fx
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