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Per-line-item currency conversion on library items, estimates, and invoices

Designers who buy in a foreign currency (Echo buys mostly in USD and bills in CAD) need to show the original currency value and the conversion on client documents.

Requested:

  • A calculating conversion rate field on library pricing, set per item (for example 1.4)

  • The conversion applies after tax, freight, and discount

  • The rate flows into estimates automatically when the item is added

  • Under the estimate and invoice total, show the exchange rate and converted total in parentheses

  • In the clipper, a way to flag an item's source currency (USD, CAD, etc.)

Workflow: the estimate uses a set rate. The final expense uses the actual rate from the card statement.

Also needed: evaluate reliable exchange rate services, and check whether the PO data points can become calculating fields instead of display-only.

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