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International currencies

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.
  1. Select
    Matters
    >
    Matter list
     in the left navigation.
  2. Select the hyperlinked name of the matter you want to work with.
  3. Select the
    Invoices
    tab.
  4. In the invoices list, select the hyperlinked name of the invoice you want to open.
  5. Select the
    Accounting
     tab.
  6. In the
    Other Invoice Accounting Details
     collapsible section, type a new exchange rate in the
    Currency Conversion Rate
     field.
    note
    This field appears only if invoices in a foreign currency are associated with the matter.
  7. On the toolbar, select
    Save & close
    .

This article applies to:

  • Product: Legal Tracker
  • Subject: Invoices
  • Audiences: Company