Table of Contents
Overview
Some questions go beyond a single module. This FAQ article brings together answers about shared processes, platform features, and common system behaviours that apply across different areas of Indigo Business. Similarly, Drafts may contain records from different areas of Indigo Business, so you'll find FAQs related to them here as well.
Can I modify an exchange rate from a transaction (e.g. Invoice, Receipt, etc.)?
Can I modify an exchange rate from a transaction (e.g. Invoice, Receipt, etc.)?
After selecting a foreign business account, you can manually modify the exchange rate by clicking on the āļø Modify exchange rate button next to the Exchange Rate field in whatever transaction's screen you're in.
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In the Edit exchange rate window, you'll have two options:
Set this rate as default for [transaction date]: once ticked, the system will create a new exchange rate record for that currency, which will be visible here. ā ļø Please note that all the transactions in the system will be updated accordingly.
Re-calculate transaction item based on this rate: you can prompt the recalculation of each line item in the transaction using the new exchange rate.
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Use the š Undo button next to the Exchange rate in ( ) field to revert the value to the current selection. Select Save, when ready.
How are exchange rates picked up in transactions?
How are exchange rates picked up in transactions?
When posting against a foreign account, the system will provide the exchange rate value according to the Currency section.
If the transaction date is 01/02/2025 and there's a single exchange rate defined for the currency on 01/02/2025, then that rate will be applied.
If the transaction date is 01/02/2025 and there are three exchange rates, the system will use the closest rate in the past. E.g.
0.77 on 31/12/2024
0.89 on 26/01/2025
0.90 on 02/02/2025
If the transaction date is 01/02/2025, and there is no exchange rate recorded on the same date or in the past, then rate is defaulted to 0 and you can manually enter the rate.
How do I post a transaction or publish a record from the Drafts screen?
How do I post a transaction or publish a record from the Drafts screen?
Go to Drafts > Drafts
Look for the record through the folders on the far left.
Select the Transactions tab or Others tab
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Tick the needed records in the grid
Select Commit
Result:
Transactions will be posted in the relevant ledger
Records will show in the relevant grid
How do I resume a pending draft?
How do I resume a pending draft?
There are two ways to resume a transaction or a journal:
When creating a new transaction or journal, a popāup appears if drafts already exist for that record type, allowing you to Resume the latest draft or view all drafts via the View Drafts link.
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Going to Drafts > Drafts. Select the draft you want to resume from the grid and click on the āļø Edit button at the top left of the grid. You'll be redirected to the record in edit mode.
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š Note: if you click on Dismiss, the system will load an empty transaction or journal posting screen for you to fill in.
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