Page 1 of 1

Exchange rates

Posted: Mon Jan 29, 2018 4:07 pm
by rajeshvar
Hi There,
When I change exchange rate in 2018, it also affects 2017. How do I change this?

The report I generated for 2017 on 01.01.2018 had USD & CHF -> everthing was shown in CHF with a conversion rate.

In 2018 if I change the exchange rate this impacts the report taken for 2017 earlier.

Kindly let me know if you anyone knows how to resolve this. thanks, Raj

Re: Exchange rates

Posted: Tue Feb 20, 2018 1:48 pm
by RLebeau
rajeshvar wrote:Hi There,
When I change exchange rate in 2018, it also affects 2017. How do I change this?
AFAIK, you don't. Exchange Rates don't maintain historic values, so can't apply different rates for different dates. If you don't want 2017 affected, you will likely have to Archive your transactions that are prior to 2018, then your file will only have 2018 transactions in it. Do this every year, or at least whenever the rates change.