Learn how to use the FxCustomRate object to retrieve and display custom foreign exchange rates within HTML templates efficiently.

The FxCustomRate object allows you to retrieve and display custom foreign exchange (FX) rates directly within HTML templates, without the need to duplicate data in separate custom objects. This object allows you to:

• Retrieve exchange rates using filters such as CurrencyFrom , CurrencyTo , and RateDate .

• Display the latest or matching rate for an invoice.

• Assign the rate to a variable using Cmd_Assign .

• Multiply by an amount to display converted currency on an invoice, credit memo, or debit memo.

Example:

{{#Invoice}}
    <br> Converted Amount to EUR:
    {{#FxCustomRates|FilterByRef(CurrencyTo,EQ,Invoice.Currency)|FilterByValue(CurrencyFrom,EQ,'EUR')|SortBy(RateDate,DESC)|First(1)}}
      {{Cmd_Assign(EurConversionRate,Rate,True)}}
     <br>
       "Rate:RateDate:RateSetName" 
     <br>
      {{Rate}}:{{RateDate}}:{{RateSetName}}
    {{/FxCustomRates|FilterByRef(CurrencyTo,EQ,Invoice.Currency)|FilterByValue(CurrencyFrom,EQ,'EUR')|SortBy(RateDate,DESC)|First(1)}}
    <br>
    Original Amount: {{Amount|Round(2)|Localise}} {{Invoice.Currency}}
    <br>
    Converted Amount:
{{#Wp_Eval}}
      {{Amount}} * {{EurConversionRate}} |Round(2)|Localise
    {{/Wp_Eval}} EUR
  {{/Invoice}}

For more on uploading or managing FX rates, see:

• Import Foreign Exchange Rates

• Manage Currency Conversion