Xero
Cin7 Core
Real Estate
EquifaxMulti-Currency
If your Salesforce org has multi-currency enabled, documents are raised in the currency of the record they come from rather than forced into your corporate currency.
How the currency is chosen
The wizard takes the currency from the Salesforce record the document is raised from, the Opportunity's currency for an invoice from an Opportunity. If the record has no currency, the user's default currency is used. The result is shown on the details-and-line-items screen: Currency: AUD.
That display only appears when Salesforce multi-currency is enabled. In a single-currency Salesforce org every document is raised in your one currency, whatever the Xero contact is set to.
What you need
- Multi-currency enabled in Xero, on a Xero plan that includes it, so Xero accepts documents in the currency you send.
- Multi-currency enabled in Salesforce, with the currencies you trade in activated.
- The right currency on each Opportunity, since that's what the document inherits.
Xero applies a contact's default currency to documents created for it. If the Opportunity is in USD but the Xero contact's default currency is AUD, Xero records the invoice in USD as sent, but reports and defaults on that contact won't agree with what your team expects. Set the contact's currency in Xero to match how you sell to them.
Conversion is Xero's job. TwoCanConnect sends the amounts in the document's currency and doesn't apply its own rates, so figures always reconcile with what Xero reports.
Four decimal places
If you need four decimal places to sync to Xero's currency fields, set Decimal Places to allow on Invoice Creation to 4 under Advanced Settings. The product reminds you that Salesforce multi-currency must also be set to four decimal places for the values to survive the round trip.
After setup, raise one document in each currency you trade in and confirm the totals match what Xero shows. It's a five-minute check that catches configuration problems before month end.