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When you convert financial statements in comparison
view you can choose to convert all of the statements using the most recent
available conversion rate, or to convert each statement using the exchange
rate for its conversion date.
To convert financial statement currencies:
Select the
customer. How? Select the
Financial Analysis tab.
The Financials screen appears. Select the
check boxes for up to three statements you want to compare. Click Comparison
View.
The Financial Comparison screen appears. Do one of the
following:
To convert each
statement using the exchange rate for its conversion date, select the
Use Statement Conversion Date check box. This means that each statement
uses the exchange rate for its conversion date. If this exchange rate
is not available, the exchange rate closest to its conversion date is
used. To convert all
the statements using a single conversion date that you select, clear the
selection from the Use Statement Conversion Date check box, and select
the date from the Conversion Date box at the top of the screen.
Click Calculate.
eCredit calculates the statement values using the conversion date you
specify. If data is not available for the specified date, eCredit uses
the conversion date data for the date that is closes to the date. |
