Answer

Acumatica Multi-Currency - Velixo Consolidated Report

Forum|Forum|8 months ago
March 26, 2025
3 replies
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grillevan
Jr Varsity III

Good day,

I have been trying to get some confirmation on setting up Multi-currency report in Consolidating Reports. So far, Velixo is no help. I was wondering if adding our Canadian company to the current P&L Consolidated Report was as simple as adding the Acumatica Reporting Ledger to the list of ledger on the the report.

Has anyone done this? Or have you set up the Consolidated P&L and Balance for USD reporting with other currencies. I need to include a CAD in USD to the Velixo reports.

Thank you.

Evan

Best answer by WillH

Hi @grillevan ,

I’m not 100% current on that part of the system, so hopefully another user has more specific advice.

But incase it helps, the Acumatica Open University course F340 covers Multicurrency setup, and has a section on how to configure reporting:

https://openuni.acumatica.com/courses/fin/f340-financials-advanced-multi-currency-accounting/

+3

WillH
Varsity III
Answer
Forum|Forum|8 months ago
March 30, 2025

Hi @grillevan ,

I’m not 100% current on that part of the system, so hopefully another user has more specific advice.

But incase it helps, the Acumatica Open University course F340 covers Multicurrency setup, and has a section on how to configure reporting:

https://openuni.acumatica.com/courses/fin/f340-financials-advanced-multi-currency-accounting/

~Will H (MYOB)

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G

grillevan
Author
Jr Varsity III
Forum|Forum|8 months ago
March 31, 2025

HI @WillH Thank you for taking the time to reply. I finally spoke with Velixo support. The issue has been resolved as I thought. We need to add the Reporting ledger to the consolidated reports so the currency will based on our Base currency.

Evan

C

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Gabriel Michaud
Captain II
Forum|Forum|5 months ago
June 23, 2025

@grillevan -- just stumbled on your post, and glad to hear the issue was resolved by support. Confirming that the use of a reporting ledger, translated from your base currency is the way to go.

In the report itself, you can freely toggle between ledgers if you’d like -- this is something that we highlight in this article.

In Local Currency (all columns loading from the “ACTUAL” ledger)