Edit the Final Exchange Rate of an Approved Invoice
You can edit the final currency exchange rate for a fully approved invoice or memo entry. While the invoice is in the review and approval process, the exchange rate is locked and cannot be changed.
note
Required role | Only a company system administrator can edit a final conversion rate.
- SelectMatters>Matter listin the left navigation.
- Select the hyperlinked name of the matter you want to work with.
- Select theInvoicestab.
- In the invoices list, select the hyperlinked name of the invoice you want to open.
- Select theAccountingtab.
- In theOther Invoice Accounting Detailscollapsible section, type a new exchange rate in theCurrency Conversion Ratefield.noteThis field appears only if invoices in a foreign currency are associated with the matter.
- On the toolbar, selectSave & close.