Enable Foreign Currency Carry-Over from Expense Claim to Purchase Invoice
R
Rebeca Castellanos
started a topic
about 2 hours ago
The Problem:Currently, when an Expense Claim is converted to a Purchase Invoice, the system clears the Currency Code and defaults to the local currency. This happens even if the expense claim consists of a single line in a foreign currency (e.g., USD).
The Impact:International organizations (like MCC, see Ticket #144947) need to reconcile cash advances and reimbursements in the source transaction currency. Because the system drops the currency code, users are forced to create Purchase Invoices manually, which is inefficient and increases the risk of reconciliation errors.
The Request:Update the conversion logic so that if an Expense Claim contains lines in a single foreign currency, that currency code is preserved on the resulting Purchase Invoice header. (Mixed-currency claims can continue to default to local currency as a safeguard).
Rebeca Castellanos