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Expenses

Currency Conversion

Last updated About 1 year ago

With currency conversion, you can convert different currencies into your workspace currency using the current market rate. You can’t enter your own rates, but you can adjust the converted amount if needed.

Things to keep in mind:

  • Transactions will always show your workspace’s currency symbol (the original amount and currency are still saved)

  • It’s not possible to convert a report into a different currency

How to use currency conversion

  1. Tap the “Scan” button

  2. Scan the receipt

  3. Tap the “Total” amount

  4. Tap the currency flag

  5. Select the currency the receipt is in

  6. Tap “Save”

  7. Tap the total amount and change the converted amount (optional)

  8. Tap “Save” when done

  1. Tap the “Transactions” tab

  2. Tap “Add Transaction”

  3. Select “Expense” or “Income”

  4. Input the total amount

  5. Tap the currency flag

  6. Select the currency the transaction is in

  7. Tap “Save”

  8. Tap the total amount and change the converted amount (optional)

  9. Tap “Save” when done

  1. Click the “Transactions” tab

  2. Click “Add Transaction”

  3. Click “Add Receipt” to scan the receipt (optional)

  4. Enter the total amount of the receipt

  5. Click the “Currency” field

  6. Select the currency that the receipt is in to convert it to the workspace currency

  7. Click “Save Expense” when done

Excel/CSV reports will have a column with the original total and original currency



Report/Invoice reports will automatically include the original currency amount in the “Description” field

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