How to get output currency reflect correctly

BQSBQS Posts: 1 Expensify Newcomer
edited August 2018 in Day to Day

Hi, I have just set up the lot and several times now have changed and assured the output currency is EUR yet the program sticks to USD. Any ideas? Thanks

Answers

  • Sheena TrepanierSheena Trepanier Posts: 1,601 Expensify Success Coach
    edited December 2018

    Hi @BQS - The default currency for all expenses added to your account is set by the primary group policy.

    To go to this section of the group policy editor, go to Settings > Policies > Group > [Policy Name] > Reports > Report Basics and then change the Report Output Currency.

    (If you are not on a group policy, you can change your default currency under Settings > Policies > Individual > [Policy Name] > Reports > Report Basics. Please note that the currency selected here will be overridden should you begin reporting on a policy.)

    Additionally, if your receipt has the currency code or symbol for another currency on it when you upload it, our system will populate the merchant, date, and amount using that currency rather than a default set in your account.

  • MarioPalmaMarioPalma Posts: 5 Expensify Newcomer

    Hi Sheena, there is a way to define the currency output format? in some case the system shows USD in other U$D. How I can define a single format? Thanks.

  • Sheena TrepanierSheena Trepanier Posts: 1,601 Expensify Success Coach

    Hi @MarioPalma, hope you're having a great week.

    Would you be able to share with me where you've seen "U$D" used in Expensify? I don't believe I've ever seen this before and I bet my team would like to take a closer look.

    If you're referring to USD or USD$ as formats, there isn't a way to select a single format. I'd love to know more about how the changing formats is impacting your expense reporting. Is it causing issues with importing expenses into another system after exporting from Expensify?

    If you think this would be a good functionality for Expensify users all around, we'd encourage you to create an Idea post in our Ideas category. Ideas are voted on by other Expensify users which highlights functionalities that are the most popular.

    Cheers!

  • MarioPalmaMarioPalma Posts: 5 Expensify Newcomer

    Hi Vanessa, thanks for your reply. Probably I'm wrong regarding the currency format but you got the point. Is not a real problem but it's annoying to have multiple format in the same application. On the other hand the USD sign "$" is common in South America for ARS, CLP, MXN, UYU, etc...) so depending who and where is reading a report can generate mistakes. My suggestion is to introduce a format option or switch to ISO code (USD,....). Thanks.

  • twingertwinger Posts: 3 Expensify Newcomer

    I agree with this concern. The use of $ by itself to mean USD is misleading when there are plenty of other currencies that use this symbol. If the default output currency is something other than USD, the reports should use USD or US$ to indicate expenses in that currency. (My default currency is CAD, so seeing $ on US expenses is confusing.)

  • RachCHopkinsRachCHopkins Posts: 778 Expensify Success Coach
    edited October 2018

    Funny @twinger I had never noticed! My home currency is NZD and I use AUD a lot too. I never noticed that even if your main currency is a different dollar, USD just displays as $!

    I think this is a little off-topic for this particular post, but if you'd like to raise it as an Idea in the Ideas section, I would definitely vote!

  • Sheena TrepanierSheena Trepanier Posts: 1,601 Expensify Success Coach

    Thanks for making that @twinger! Rachael shared it with our team and I've asked everyone to keep an eye out for this as well as weigh in on the tracking discussion we have going.

    We'll make sure to let you know if we make changes and update your Idea thread when we do. Cheers!

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