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Knowledge and Support - Adaptive Insights

Currency Translation With Custom Accounts

Question 

In my structure, I have a USD parent with a CAD child. The translation feature works fine for GL accounts and Metric accounts, but the amounts shown on the parent for Custom accounts are the untranslated child amounts. Is there a setting on the Custom accounts that I need to trigger to pick up the translated amounts?

Answer 

There is a setting for Custom accounts. Go to Modeling > Custom Accounts, then select the account and change the Display As setting to Currency. The values will convert using your currency exchange rate.

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