Credit card USD and CDN - Currency on report

SuzieDevil

Hi,

I read a bit, but didn't quite found the answer i'm looking for...

We are in Canada, but our employees are traveling also in USA. They have both currencies credit card.

But when I want to export the report for the USD credit card, it automaticcaly convert in CDN...

The only way I found to get it fixed temporarely, is to change the Currency report in the Policy and then create a report... And then change it back... Which is not the best...

Do you have a suggestion for me? Can I do more than one Policy? One USD and one Canadian?

Thanks

Ted Harris

Hi @SuzieDevil - I think you've hit the nail on the head here:

"Can I do more than one Policy? One USD and one Canadian?"

When you're reporting expenses in separate currencies, you can create a policy for each - commonly used for subsidiaries in different countries, but can be used for this too.

Even better is that you can specify from Settings > Domain Control > [Domain Name] > Company Cards which policy you'd like each card scheme reported on to avoid any accidental reporting of one on the other etc:

Nicole Trepanier

Sounds good! Let us know if you have any other questions!

SuzieDevil

Thank you, I created a new policy ;)

I don't have Domain control, the website is not manage by us...