06/11/24 – Exploring HighLevel’s Real-Time Currency Conversion Feature on the Invoice and Estimates Dashboard

New Updates:

HighLevel has implemented some exciting updates to the dashboard. It now supports real-time conversion of different currencies into the subaccount location currency on the invoice and estimate statistics. These stats are fully consolidated post conversion into a single currency, allowing for a better understanding of finances.

Functionality:

Consider this scenario: if a substantial portion of invoices are in USD, but a few are also in CAD (Canadian Dollars), and the subaccount’s location is in the USA (thus, the base currency is USD), HighLevel will now convert the value of CAD invoices into USD in real time. This amount is then collated and displayed on the dashboard for easy reference.

Utilizing this feature:

Navigate directly to the invoices or estimates dashboard to check out this new, improved feature.

Motivation behind this update:

HighLevel recognized that the previous system, where the total value was summed without any proper conversion into a single currency unit, created discrepancies and inaccurate data on the dashboard pages. The aim of these updates is to provide the most accurate and useful information possible, enabling businesses to better manage their finances.

Click here for the full HighLevel update article

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