Settings and activity
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7 votes
Hi Thomas, while you can't match a specific branding theme based on the currency of the invoice, you can set this at a Contact level.
If you generally invoice a contact in a particular currency this means that you set this in the Contacts record within their Sales defaults section - see more in Xero central
An error occurred while saving the comment Helen Murray supported this idea ·
I tried to work around this current lack of functionality setup a lookup spreadsheet and zap ensuring accuracy when mapping to Xero fields, test runs OK but pulls no data and can't see why. I would like to suggest Xero makes it possible to automatically assign currency and branding theme based on country address and or zip/postcodes as requiring us to do this manually creates room for error and results in us being charged costly conversion fees. It's a long, not very intuitive display where we have to do this manually making it very easy to miss so even improving on that would help.