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Find & Recode - Ability to bulk update exchange rate of multiple transactions

Batch change exchange rate
Currently, once a receipt has been entered the only way to change the exchange rate is to go into each individual transaction and edit transaction->change the exchange rate. I have a situation where i have hundreds of transactions that have been allocated the XE.com rate, but i would like those transaction to have the user defined rate. Also in receipts entered using the iOS app will use the XE.com rate even if there is a user defined rate set in settings.
I would like a feature like "find and recode" so i can filter for all transaction in a date range using XE.com rate and replace it with the user defined rate. Those exact options are available in a drop down box within each transaction... can this be done?

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Cam Beeck shared this idea  ·   ·  Report…  ·  Admin →
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  • Ryan Tang commented  ·   ·  Report

    Please implement this feature! No business would want to use XE.com rates when in reality the bank rates are NEVER the same rates as the XE.com rates. This results in realised currency gains or losses to be posted in our accounts when it was never a gain or loss in the first place. Really bad decision to default to XE.com rates.

    P.S can't believe this idea was posted on 2022 and 3 years later it is still not implemented

  • Esther K commented  ·   ·  Report

    Dear Team,

    Would appreciate that you implement this or else I don't see the logic in able to apply in currencies setting and date range but we would still would require to change individual transaction. Perhaps create an option to apply for certain or ALL transactions.
    Hope to get an update for this.
    Thank you!

  • Jonathan Gan commented  ·   ·  Report

    Dear Team,

    Would appreciate that you implement this or else I don't see the logic in able to apply in currencies setting and date range but we would still would require to change individual transaction. Perhaps create an option to apply for certain or ALL transactions.
    Hope to get an update for this.
    Thank you!

  • Giuliana Pugliese commented  ·   ·  Report

    Dears,
    For us it's quite critical, hope you can implement it!
    In our case, we are not able at the moment to change the automatically sync from Deel which is applying a different FX.
    There are so many invoices that is impossible to modify them one by one.
    Please, come back to us ASAP regarding this topic.
    Thanks in advance
    Giuliana

  • Gervin Wang commented  ·   ·  Report

    I would like to get a upload / bulk update for exchange rate as my company has 69 currencies exchange rate to update.

  • Shi Ying Hong commented  ·   ·  Report

    I do agree that this bulk update exchange rate would be very useful. Our Group provides us with the exchange rate only as of mid/ end of month.

    The feature of being able to override previous exchange rates in bulk (like an import file for example?) would be highly appreciated.