Choose purchase-invoice currency and rate
Set currency/rate before confirming lines and totals.
Exact navigationAdmin Area → Purchase → Invoices → New/Edit
Before you begin
- Use an account with purchase_invoices capability and invoice status capability where applicable and confirm the intended record or setting before making a change.
- Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
- Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.
What this guide covers
Set currency/rate before confirming lines and totals. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.
Exact step-by-step process
- Open Admin Area → Purchase → Invoices → New/Edit.
- Open the exact setting, option or record named in this guide.
- Enter or select the required value; leave unrelated options unchanged.
- Save the form and wait for the success response.
- Reload the page or open a controlled record to confirm the stored value is being used.
Fields, choices and supported possibilities
Invoice headerVendor, contract, purchase order, invoice number, date/due date, currency/rate and payment status.
Invoice linesItems, quantity, rate, tax, discount and totals.
SettlementPayments, batch payments, attachments, recurrence where exposed, expiry notification and linked debit applications.
Currency-rate recordCurrency/prefix code, stored rate, source/update action and log history.
ConversionThe selected document currency and currency_rate field affect purchase calculations.
Code-backed validations and workflow rules
- Purchase-invoice status changes require the dedicated invoice status capability.
- Payment labels include Unpaid, Partially paid and Paid.
- Online retrieval depends on the configured external rate source and a successful HTTP response.
- Review a rate before recalculating live financial documents.
Expected result and verification
- The supported choose purchase-invoice currency and rate flow completes without bypassing permission or validation checks.
- The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
- Unexpected validation, provider or linked-record errors are investigated before retrying.
Security, privacy and operational checks
- Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
- Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
- Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
- Test settings and automated jobs with controlled records before production-wide use.