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We’re excited to announce that the 2025 Community Recap is now available! This special recap highlights the amazing contributions and achievements of our members over the year and celebrates the collective success of our community.
Check your personalized recap to see the impact you made in 2025 and how your efforts helped shape our community’s growth and success.
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How to Convert amounts into Specific Currency (non-base)?
Hi,
Is it possible for a user to convert the transaction amount into a specific currency that is NOT their base currency (with the exchange rate on the transaction date) in reports and/or workbooks?
Example:
Base Currency = AUD
Target Currency = USD
They transact in AUD but would like to consolidate to USD without changing the base currency for reporting purposes.
They would also like the exchange rate to be from the transaction date - as the formula such as below would mean they need to specify a date or run with the rates for the query date, not the transaction date
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