Sales Invoices | Imported from WFM - Assign Contact Currency default
WorkflowMax has no understanding of foreign currencies. We now have WFM clients that are being invoiced in either Australian or US dollars as opposed to the standard NZ dollars.
Before sending the invoice from WFM, we set up the contact in Xero to have the following information:
Under Financial Details: Currency = US Dollar
Under Sales Defaults: Sales GST = Zero Rated and Branding Theme - US Invoice
Please see two attachments showing the settings.
When we send the invoice (Approved) from WFM to Xero, the GST and Branding Theme are correctly picked up but the Currency setting in Xero is ignored. In Xero, the currency of the invoice must be manually changed from NZ dollars to the foreign currency the customer is using. Xero should also use the Currency setting specified and then the invoice can be sent without doing any further changes.
Paul Grover (Confide)
shared this idea
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alvit ubit
commented
When invoices are imported from WFM to Xero, the system currently ignores the contact’s default currency setting, which causes inconvenience for businesses dealing with international clients. Although GST rate and branding theme are correctly transferred from WorkflowMax to Xero, the invoice currency remains in NZ dollars and must be manually changed to match the customer’s foreign currency such as US or Australian dollars. Ideally, Xero should automatically detect and apply the currency configured under the contact’s financial details so that invoices can be sent directly without extra editing steps, improving workflow efficiency. For example, you can check related content at https://wguportalstudent.us/blog/latest-gadjets-for-gaming-zardgadjets/ to understand how system integrations and settings optimization are discussed in similar guides.