Help Center

Using Multiple Currencies

Follow

Certify provides a currency conversion feature that allows you to report expenses in a foreign currency and have the expense amounts converted to your default currency. This article shows you how to report expenses in foreign currency.

Certify pulls the FOREX data from SIX Financial, the Swiss operator of Europe's most important independent financial exchange. SIX compiles foreign exchange rates sourced from banks worldwide.

Please Note: To enable multiple currencies for your account, please see our Configuring Multiple Currencies article.  

Step 1: On your account homepage, under My Expense Reports, select Drafts.

 

Step 2: Under My Expense Reports, select the Name of the expense report you want to open.

Step 3: Under My Certify Wallet, open the receipt you would like to add to your report by clicking Add next to the receipt name.

Step 4: Click Edit or use the Cleanup Wizard to open the new expense line and enter the applicable details. 

Step 5: Select the appropriate currency in the dropdown. Click Save when you are finished with all of the expense details. 

Step 6: View the conversion rate by hovering your cursor over the green triangle next to the expense amount. 

Was this article helpful?
3 out of 6 found this helpful
Have more questions? Submit a request

Comments

  • Avatar
    Anant Khanolkar

    These currency rates are not what the hotels or my CC charges me when they convert my expenses. The conversion always results in less than my expense. How can this be rectified. Can one use the actual rate ?

  • Avatar
    Wes Pelletier

    Because credit card companies use their own calculations to determine, the service we use will likely not match amounts. Because of this, we'd advise using the amounts that are on the statement, and not convert them. You may also want to check with your company's accountants to see what they'd prefer you do.

  • Avatar
    Waiyee Leong

    When I edit the expense, there is no currency drop down menu appeared

  • Avatar
    Allison Dickey

    Hello Waiyee,

    You will need to go into your My Account page and put a check mark in the box "Use Multiple Currencies" and then click "Save". Once this change has been made you will be able to utilize the currency drop down menu when editing an expense.

    -Certify Support

  • Avatar
    Joseph Aviles

    Where can I view a list of all the current conversion rates?

  • Avatar
    Kimberly Glenn

    Hello Joseph,

    Certify uses daily closing currency conversion rates from SIX Financial, the Swiss operator of Europe's most important independent financial exchange. SIX compiles foreign exchange rates sourced from banks world-wide.

    -Certify Support