Realtime Multi-Currency Dashboard Enhancement for Accurate Financial Insights

Realtime Multi-Currency Supported Dashboard Stats for Invoices & Estimates

What’s new?
We’re excited to announce a significant enhancement to our dashboard stats feature for invoices and estimates. You can now view real-time conversions of different currencies into your account’s location currency. This update ensures that all stats are collated post-conversion into a single, consistent currency, providing you with more accurate and coherent financial insights.

How It Works
Imagine you manage invoices primarily in USD, but occasionally handle some in CAD (Canadian Dollars). If your account’s location is set to the USA (with USD as the base currency), our system will convert the value of invoices in CAD into USD in real-time. This ensures that the collated stats on your dashboard reflect a true and accurate financial picture.

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How to Use
To take advantage of this feature, simply navigate to the invoices or estimates dashboard. You’ll notice the updated real-time currency conversion enhancing the accuracy of your financial reports.

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Why We Built This
Previously, our stats faced challenges due to inaccuracies from summing values without converting them into a single currency unit. This resulted in discrepancies and unreliable data on the dashboard pages. This new feature rectifies these issues, providing you with precise and actionable insights.

For more information about our features and how they can benefit you, visit our Product Updates.

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