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.