MAYA

Currencies and exchange rates

Each entity has its currency; a missing rate refuses issuing, an outdated rate warns and lets through.

The currencies you use are managed under Organisation then Currencies. The default currency is set on the entity, not on the application.

Rates live under Organisation then Exchange rates. Loading a rate ADDS a dated row, it never overwrites the previous one: the rate applied to a document is the most recent one BEFORE its date. That is what makes an old quote keep its amount.

A MISSING rate refuses issuing a document in another currency, naming the currency and the date. An OUTDATED rate warns and lets through — the threshold is a setting.

MAYA never converts 1 to 1 when a rate is missing: that would invoice an amount unrelated to reality.

The CFA franc is not quoted, it is PEGGED to the euro: its parity is a constant, never downloaded, so it cannot drift from one day to the next.

Amounts in several currencies are never added together: screens show the total per currency.

PlansIncluded in every plan.

Screens involved/dashboard/admin/organization/currencies/dashboard/admin/organization/exchange-rates/dashboard/admin/organization/entities

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