Copy multiple foreign currency bills, quotes and purchase orders
When you copy multiple foreign currency bills, quotes and purchase orders into a new transaction, Xero will display the currency depending on how you have processed the transaction. For example, if you've set a default currency for your contact, Xero will use this in the transaction.
How it works
If items you are copying are:
- In the same currency - Xero displays the new transaction in that currency.
- In different currencies and you have not set a default currency for the contact - Xero displays the new transaction in your organisation's base currency.
- In different currencies and your contact has a set default currency - Xero will convert and display totals in the new transaction in the contact's default currency.
If you don't add your contact before you create the transaction, the amount won't be converted to the contact's default currency.
Copy multiple foreign currency bills, quotes and purchase orders to a new transaction
Copying foreign currency invoices is mostly the same as copying multiple invoices. The same applies for bills, quotes and purchase orders:
- Copy one or more invoices to a new invoice
- Copy one or more invoices to a bill
- Copy one or more invoices to a quote
- Copy one or more invoices to a purchase order