Edition: Enterprise
User-level: Director, Assistant Administrator, System Administrator
Learn how to configure templates with foreign currency bookmarks to create project documents, such as proposals and invoices in a different currency. This article walks you through copying existing documents and adding the required foreign currency bookmarks
How to copy a template for different currencies
Organisation dropdown, go to Settings > Templates > Document Templates.
Click "Create" in the top-right corner to create a new template.
Click 'Select' to the right of the template you want to create with foreign currency bookmarks
Use "Copy" to select an existing invoice template from the dropdown
Once you have selected the template you want to copy > Select Create
Rename the template in the top left and save in the top right
How to edit the template bookmarks for foreign currencies
From the edit template screen, select "Select Bookmarks"
Replace standard bookmarks (e.g., Invoice Currency Code, Invoice Agreed Fee, Proposal fee) with their foreign currency counterparts by searching "Foreign Currency" to find the relevant bookmarks.
Save in the top right of the select bookmarks overlay and save again in the top right.
How to edit the document table for foreign currency
From the edit template screen select 'Select Tables'
Double-click into all cells with values and replace the standard bookmarks with their foreign currency counterparts by searching foreign currency on the right-hand side (e.g. currency symbol, this claim etc)
Save in the bottom right.