View exchange rate or conversion rate
Here's how to view an exchange rate for a date or transaction in Xero. You can also view the current conversion rate for unpaid transactions and see the currency conversion rates in Xero reports.
View exchange rate for a date
- In the Settings menu, select General Settings.
- Under Features, click Currencies.
Select a date.
If a user in your organisation has edited the exchange rate on that date, the user name, date and time will be shown in the notes column.
View the exchange rate on a transaction
You can view the exchange rate on any invoice, quote, purchase order, bill, or spend or receive money you've entered.
Find the transaction you'd like to view. The exchange rate that was used when the transaction was created is displayed next to the currency.
View today's exchange rate
You can view today's exchange rate and current conversion total by clicking or hovering over the foreign currency code.
Foreign currency codes display in unpaid transactions, in unpaid or pending transaction lists, in the chart of accounts, and in the contacts screens.
View conversion rate in a report
When a foreign currency has been converted into your base currency, a footnote displays next to the figure. Click on the footnote to see the exchange rate at the time of the conversion.