Refresh USD Currency

The Refresh USD Currency action recalculates the approved amounts in USD for selected items. This action is available only for M&R Expenses and Invoices module objects.

For Selected Expenses

  1. Updates the Approved value depending on the expense status:

    • Approved, Invoiced, None, Cancel, Closed → Approved = Estimated

    • Estimated → Approved = 0

  2. Converts the updated Approved amount from the expense currency to USD, based on the Activity Date and current exchange rate.

  3. Sets the result to the Approved,USD field.

For Selected Invoices

  1. Converts the Amount from the invoice currency to USD, based on the Invoice Date and current exchange rate.

  2. Sets the result to the Amount,USD field.