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.
Related Articles
Multi-currency
SFX Advanced/Enterprise version enables Multi Currency from Xero. You can create invoice using predefined currencies from Xero Invoices are created based on the Currency selected and the same is updated in Xero. Currency field can be updated in ...
Primary and Multi-Xero Organisation Configuration
Multi-Xero Organisation Configuration When using the Multi-Xero Organisation feature, it is important to configure organisations correctly to avoid sync issues or duplicate mappings. The Primary Xero Organisation must always remain connected and must ...
How to connect multi - Xero orgs
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> ...
SFX Setup - default settings
<SFX Setup> tab allows you to manage the below Configure Xero default Account/Tax/Payment mapping Add Multi-Xero orgs Sync Xero Invoices Sync Credit Notes Sync Salesforce Products to Xero Sync Configuration Configure Xero default Account/Tax/Payment ...
Tracking category automation with SFX
SFX supports tracking categories To automatically populate the right data into the tracking category based on opportunity, you can use a formula field to automate the tracking field on the opportunity object. This field can then pull the data needed ...