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: