How To showing how to manually convert currencies into the default currency in ERP5 when writing invoices.

Table of Contents

• Automatic Conversion
• Manual Conversion
• Related Articles

Automatic Conversion¶

In ERP5, you are able to invoice in foreign currencies (Learn How to invoice in foreign currencies). If your invoice is created automatically from an order and that you followed all steps in the tutorial "How to invoice in foreign currencies", the conversion will be done automatically.

Manual Conversion¶

If you add manually few accounting lines, the conversion won't be done automatically. You will have to create the accounting lines in the Conversion Tab of the transaction.

/!\ In order to be able to convert your transaction, you must have set the currency of the invoice, and the currency of the accounting transaction to the foreign currency.

The procedure goes as follows:

1. Go to the accounting transaction you wish to convert
2. Create as much transactions lines as you wish
3. Click on the 'Conversion' tab of the accounting transaction
4. Use 'Action...' >> 'Convert Source Price'
5. Confirm Action: 'Convert Price'

6. Check the conversion transactions which have been created on the Conversion Tab

7. Go further with the Accounting workflow (Confirm, Journalise etc.)

Related Articles¶