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Realtime Multi Currency Supported Dashboard Stats for Invoices & Estimates

November 6, 2024/in What's New? Dashboard
  • The stats on dashboard page for invoices and estimates now support real-time conversion of different currencies into sub-account location currency.
  • Stats are collated post conversion into a single currency.

Let’s say a user has most of the invoices in USD but few invoices also in CAD (Canadian dollars). Let’s say the sub-account’s location is in USA (thus base currency is USD). In this case, the value of invoices in CAD would first be converted into USD in real-time and then collated and displayed on dashboard.

  • One can just navigate on invoices or estimates dashboard and check this out.
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  • The earlier stats were inaccurate where the total value was just summed without any proper conversion into a single currency unit.
  • This led to discrepancies and inaccurate data on the dashboard pages
https://clixio.io/wp-content/uploads/2024/11/c88ededa7f0ef45ea0bce6fbb4276582-scaled.png 1539 2560 Clixio.io https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png Clixio.io2024-11-06 15:13:002024-11-06 15:13:00Realtime Multi Currency Supported Dashboard Stats for Invoices & Estimates

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