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Currency Translation Setting For Custom Accounts

This article includes suggestions and workarounds. Content may not be accurate for all use cases or represent best practices for the latest release.


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?


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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