Currency for Multiple Subsidiary Search Results

Written by
John David Dy
Published on
June 26, 2023 at 10:53:21 AM PDT June 26, 2023 at 10:53:21 AM PDTth, June 26, 2023 at 10:53:21 AM PDT

When you view search results for multiple subsidiaries, results are converted (consolidated exchange rates) into the currency of the lowest common parent (LCP).

For example, a business hierarchy looks like this:

For example, a user with access to the Singapore and Japan subsidiaries runs a search. The search results display all currency amounts in UK pounds because Wolfe UK is the LCP for these subsidiaries. If the user had access to Japan and Germany, currency amounts would display in US dollars.

You can limit the data returned to a single subsidiary. Go toHome > Set Preferences> Restrict View subtab.

Tip

You can select the type of exchange rate applied to and advanced search or saved search of transactions. Choose the Consolidated Exchange Rate option for search results.