How are documents in non-default currency checked against a threshold?

How are documents in non-default currency checked against a threshold?

All rules are set up using the base currency (default currency). If you have requests with other currencies, they will be converted into the default currency based on the Xero exchange rates.
    • Related Articles

    • How are documents in non-default currency checked against a threshold?

      All rules are set up using the Home currency (default currency). If you have requests with other currencies, they will be converted into the default currency based on the QuickBooks Online exchange rates.
    • How can I change the default currency? (stand-alone)

      This is how you can change the default currency in an Organisation that uses stand-alone workflows: Navigate to the "Organisation" page under the main menu:  Select a new currency from the "Currency" drop-down menu and save your changes:
    • Can a Default Approver reassign requests? (Xero)

      Yes, Default Approvers have several options. They can: Add other Approvers from their Organisation Remove the ones they have previously added Reassign requests to another Approver
    • Which workflows does ApprovalMax support?

      ApprovalMax supports workflows for several cloud accounting products and can also serve as a stand-alone solution. ApprovalMax for Xero Accounts Payable Purchase Order Creation and Approval workflow Bill Creation, Review and Approval workflow AP ...
    • How can I approve Xero Bills pulled from Dext?

      It’s just as easy to set up approval workflows for Bills that are pulled from Dext or another OCR solution. Once invoices have been pushed from Dext to Xero, they can be approved in ApprovalMax. You can implement multi-step approval workflows based ...