Change exchange rate

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

When the exchange rate of an invoice is not correct then this can be changed. You can perform this action from an opened invoice or the relevant cost or revenue account.  

The 'Invoice actions' feature is only available to a user with the 'Back office' role in the domain or the 'Financial administration' or 'External accountant' role.

An invoice can be edited or changed from different places in Yuki:

• Click the Invoice actions button in an opened invoice
• Click the pencil after the invoice line from the GL account.

The following screen is opened:

Click the Change exchange rate option. 

TIP!

This option is only available in a foreign currency invoice.

The following screen is opened:

Enter the desired exchange rate and then click the Save button.