How to create an estimate in a different currency

An estimate can be created in a different currency from the Client Currency.

After having created the Estimate Header click “Save” button
Click on the hyperlink for Currency.
Change the Estimate Currency by selecting the currencies via the lookup facility.
Click Save button.
Build the Estimate as you would do normally.
The Rates showing will be in the nominated currency. NB the currency chosen will show under the Currency filed in the header.
The estimate will be created in the selected currency and when you invoice this estimate the invoice will be produced in the selected currency.

Note that where there are multiple estimates for a job, that all estimate versions created for that job must be in the same currency.

There is a database setting that allows you to apply Estimate FX Rates for all Production invoices invoices created from estimates. In other words there will be no exchange variance between the Estimate and the Production Invoice it was created from.

If you wish to turn on this database setting go to Setup Files/Setup Options/Other Settings and check the box to the left of "Use Estimate FX Rate for Production Invoices".