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Foreign currency bookmarks and templates
Foreign currency bookmarks and templates

Creating and using bookmarks and templates for foreign currency

Updated over 4 years ago

To work in multi currency, you will need to first create a new template using the foreign currency bookmarks on all your related Synergy documents, for example:

  • Proposal document

  • Project statements

  • Invoice summary

  • Credit note summary

  • Credit note with stage breakdown

  • Invoice cancellation

Do this from the Organization menu > Settings > Templates > Document.

The easiest way to update the bookmarks is to create a copy of the document you want to invoice in a foreign currency and replace the existing bookmarks with the new foreign currency bookmarks.

There are over 100 foreign currency bookmarks you can use. These are clearly marked with ‘foreign currency’.

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