Xero needs to start thinking Global and Global Businesses need flexibility in how currency conversion are made.
I have an Advanced Invoice Template. In the template I have a conversion from USD to AUD, it also adds a conversion risk to the AUD amount to allow for minor fluctuations over a day or so whilst the client pays.
My template also deals with XERO lack of the ability to have a % as a Deposit due now and then the remainder due at a later time.
When the conversion happens using the «CurrencyRate» tag, it uses the rate from the day the invoice was created (when issued). If that was weeks or months ago, This is a big issue for the second final payment as this can be months to a year.
I would have thought we could simply automate the tag to look at a live rate verses the rate that the invoice was created («CurrencyRate») but this is not possible.
I have tried to manipulate the Template to do a live look up, but is doesn't seem like Macro's are retained when XERO is expecting a .docx template.
I am not looking at a Third party software that ultimately does all the invoicing and live conversions and pushes the information to XERO... It adds a layer of complexity to something that should be simple.
Paul Lechner
supported this idea
·
Xero needs to start thinking Global and Global Businesses need flexibility in how currency conversion are made.
I have an Advanced Invoice Template. In the template I have a conversion from USD to AUD, it also adds a conversion risk to the AUD amount to allow for minor fluctuations over a day or so whilst the client pays.
My template also deals with XERO lack of the ability to have a % as a Deposit due now and then the remainder due at a later time.
When the conversion happens using the «CurrencyRate» tag, it uses the rate from the day the invoice was created (when issued). If that was weeks or months ago, This is a big issue for the second final payment as this can be months to a year.
I would have thought we could simply automate the tag to look at a live rate verses the rate that the invoice was created («CurrencyRate») but this is not possible.
I have tried to manipulate the Template to do a live look up, but is doesn't seem like Macro's are retained when XERO is expecting a .docx template.
I am not looking at a Third party software that ultimately does all the invoicing and live conversions and pushes the information to XERO... It adds a layer of complexity to something that should be simple.
Anyone got any funky work arounds.