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      Currency Conversion
      • 14 May 2025
      • 1 Minute to read
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      Contents

      Currency Conversion

      • Updated on 14 May 2025
      • 1 Minute to read
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      Article summary

      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)

      • Tax fields are removed from the transaction after currency conversion

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

      How to use currency conversion

      Mobile App [Demo]

      When scanning receipts

      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

      When adding transactions manually

      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

      Web App [Demo]

      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

      How currency conversion appears on reports

      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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