Multi-currency

SFX Advanced/Enterprise version enables Multi Currency from Xero.
You can create invoice using predefined currencies from Xero

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Invoices are created based on the Currency selected and the same is updated in Xero.

Currency field can be updated in opportunity object using flows to automate invoice creation.

 

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• Does SFX supports multi-currency?

  Yes, SFX Supports multi-currency. Scenario: We have 5 billing entities in different countries with different currencies. Hence, we invoice in multi-currency.

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  Connecting to Additional Xero orgs using SFX Step 1: Ensure your primary org is connected. #1 Go to SFX Setup tab #2 Ensure your primary org is connected #3 If the additional orgs aren’t visible, follow the reconnect steps Step 2: On the <SFX Setup> ...

• From where will the currency and the payment details of the invoice be pulled from - SF or Xero?

  Currency setup should ideally match both SF and Xero instances. Currency and payments details will then be fetched from opportunity or custom object that you are using for creating Invoice

• The currency and payment details can differ for various opportunities under the same customer. So, the system must use this data per opportunity, and not per customer - which is available only in SF. Is this possible?

  Yes this is possible. Currency setup should ideally match both SF and Xero instances. Currency and payments details will then be fetched from opportunity or custom object that you are using for creating Invoice