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  2. Exporting Files

Can fileAI export multi-currency invoices?

Yes, multi-currency invoices can be posted to your accounting software so long as your account supports multi-currency!

 

However if your account is not subscribed to foreign currency, you could also set a currency conversion for your doc before exporting. (Note: Exchange Rate is based on daily exchange rate based on Invoice Date)

Step 1: Select 'Organization settings'

Step 2: Select a currency conversion option

  • Process Data in Source Currency
    • No conversion is done, system will process the currency as it is on the invoice
  • Convert Data to Fixed Currency Upon Export
    • Upon export, the invoice will be converted to one fixed currency
  • Convert to Multiple Currencies
    • Upon export, you can specify the choice of currency to be converted to at export rule level

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