Transaction Saved Search > Type: Payment > Total Amount is using the Base Currency of the Parent Subsidiary > To be able to see the Amount in Foreign Currency
Published on
January 29, 2024 at 2:39:46 AM PST January 29, 2024 at 2:39:46 AM PSTth, January 29, 2024 at 2:39:46 AM PST
Scenario:
Payment Saved Search > Total Amount using the Base Currency of the Parent Subsidiary > To be able to see the Amount in Foreign Currency
Solution:
1. Navigate toLists>Search>Saved Searches>New
2. ClickTransactions
3.Search Title: EnterTitle
Example:Payment Saved Search
4. ClickCriteria
5. ClickStandard
6.Filter:
SelectType:
1.Type:SelectAny Of
2.Type:SelectPayment
3. ClickSet
7. ClickResults
8. ClickColumns
9.Field:
Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed.
- SelectDate
- SelectAmount
- SelectCurrency
- SelectSubsidiary
- SelectSubsidiary Fields
Subsidiary Fields:SelectCurrency
10.Consolidated Exchange Rate:SelectNone
11.Save & Run