Tips for Filtering on Multiple Currencies

If your organization uses multiple currencies, follow these tips to create more effective filters:

• Use the Currency field to find items with a particular currency. For example, Opportunity Currency equals AUD finds opportunities with amounts in Australian dollars.
• Prefix currency amounts with a currency code, such as Annual Revenue greater than USD 50000000.

  Without the currency code, all amounts are assumed to be in the user's currency. For example, if the user's currency is U.S. dollars, Annual Revenue greater than 50000000 means 50 million U.S. dollars.

  If the user's currency is invalid, the corporate currency is used.

  From Setup, enter Manage Currencies in the Quick Find box, then select Manage Currencies to obtain the currency codes.

• All amounts are converted to the corporate currency for comparison. For example, Annual Revenue greater than USD 50000000 finds accounts with revenue greater than 50 million U.S. dollars. This would include an account with revenue of 114 million Australian dollars, which is the equivalent of 60 million U.S. dollars, assuming a conversion rate of 1.9.
• Amounts in reports are shown in their original currencies, and report totals are displayed in your personal currency. You can change the currency used for report totals by clicking Show | Currencies. For any amount, you can also choose to display the “converted” column (for example, “Annual Revenue (converted)”), which will show amounts in the currency you select from the Display Currencies Using drop-down list.