Managing multiple currencies in Xero can streamline your international transactions. With the multi-currency feature, you can easily handle invoicing and payments in various currencies. Here’s how to get started:
1. Enable Multiple Currencies
- Log in to your Xero account.
- Go to Settings and click on Currencies (this feature is available on premium plans).
- Select Enable Multiple Currencies to activate the multi-currency feature in Xero.
2. Set Up Foreign Currencies
- In the Currencies section, click Add Currency to add the currencies you will be working with.
- Xero will automatically fetch the daily exchange rates for the currencies you add, ensuring accurate conversion.
3. Invoicing in Foreign Currencies
- When creating an invoice, select the appropriate foreign currency from the currency drop-down menu.
- Xero will automatically calculate the exchange rate for the date of the transaction, so you don’t have to manually adjust for currency fluctuations.
4. Paying in Foreign Currencies
- When recording payments to suppliers or vendors, select the relevant currency.
- Xero will automatically convert the payment amount using the current exchange rate, and it will adjust your financial reports accordingly.