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Brakzon Atlas Guides

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Project exchange tab

Record currency conversions used by the project

The Exchange tab is for recording project currency conversion activity.

What an exchange record includes

  • exchange date
  • from currency
  • to currency
  • amount
  • rate
  • total

Why this tab exists

Projects often spend and receive money in different currencies.

The exchange tab helps the team record how money moved between currencies so totals and review remain understandable.

Summary area

The tab shows:

  • buy totals
  • sell totals
  • filtered summaries

Filters

You can filter exchange records by:

  • date range
  • from currency
  • to currency
  • amount range
  • total range

Best practice

Record exchange entries close to the actual exchange date and use the correct company calendar format.