Use multiple currencies
Learn how to set up currency settings and upload Balance Sheet exchange rates so assets and liabilities convert at a single rate for each point in time. Mark your equity accounts to keep transaction rates, which creates a foreign currency translation reserve.
Supporting documentation
Related video tutorials
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Financial Statements Edit a financial statement
Learn how to edit a financial statement so its layout and formatting match your reporting needs. You'll add groups and calculations such as gross margin, arrange rows, apply formatting and performance indicators, choose the revenue row for percent revenue analysis, and build the database so your changes take effect.
Financial Statements Create a budget from within financial statements
Learn how to create a profit and loss budget directly from your financial statement with one click budgeting, available with the Budgets and Forecasts module. You'll set up the statement levels, create the budget, and open a workbook that reflects your setup, which cuts setup time and keeps both modules aligned.
Financial Statements Set up elimination journals
Learn how to set up and post elimination journals in Financial Statements. You'll create an elimination entity, make elimination-only accounts journal-ready, and post a balanced journal in Data Entry. Eliminations sit in their own stream, so you can report on actuals alone or with eliminations and keep a clear audit trail.
Financial Statements Find your intercompany journals
Learn how to find intercompany journals in Financial Statements by opening the Data Entry tab on the homepage. You'll see which permission you need and how to view existing journals, continue drafts, create new ones, filter by keyword, and delete journals that are still in draft status.
