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Can I Convert Currency in Clio?

Question:

  • Can I set exchange rate for currency in Clio?
  • Currency conversion
  • Can I record funds in a different currency?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Clio does not support currency conversion. However, there are some manual workarounds within Clio when working with other currencies. 

Billing

If you are changing the currency on a Bill, you can either:

Recording Transactions

When recording a Transaction, such as a payment, there are fields for Currency and Exchange Rate where you can manually input the current exchange rate. These fields are for reference only - the total received should already be converted when you enter it into Clio. 

For example, if you have received $1.00 USD from a client with a CAD-USD exchange rate of 0.75, enter the total payment received as $1.34 CAD.

 

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