An invoice in a foreign currency is booked in the home currency without a second tool. The rate is looked up, the converted amount and the rate behind it are carried onto the record, and the same calculation runs in the application’s calculator, in the chat client and on the phone.
What ports as-is
- The conversion service behind one shared method
- The rate lookup with its provider
- The calculator in the record edit form
- The tool that exposes the identical conversion to a chat client
What we build for you
- The home currency
- The rate provider and its key
- Which currencies matter
- Whether the rate used is stored on the record
