Hi all,
I have an issue with one of our deals:
we originally closed a deal as Won with GBP as the currency.
after closed, I needed to change the deal currency to HKD.
After the change, the line items and totals updated correctly in HKD.
However, the "Amount in Company Currency" field shows the numerical value of the HKD total but still displays it in GBP. It looks like the exchange rate hasn’t kicked in. see screenshot below
I’ve already:
Verified that GBP is set as my company currency.
Checked that HKD is active and has the correct exchange rate configured
Please can someone help?
1 Accepted solution
Hey @ICardoso ,
Per the HubSpot knowledge base article for default deal properties, linked here!
The changes to exchange rate stop applying after the deal hits closed won or lost stages.
As per your message, the deal was marked closed in July but was updated recently.
Hence, the amount in company currency is not accounting for a change from GBP to HKD.
I hope this provides the clarity and context you were looking for. If it resolves your question, please mark it as the accepted solution and give it an upvote so it can help others in the community as well.
Hey @ICardoso ,
Per the HubSpot knowledge base article for default deal properties, linked here!
The changes to exchange rate stop applying after the deal hits closed won or lost stages.
As per your message, the deal was marked closed in July but was updated recently.
Hence, the amount in company currency is not accounting for a change from GBP to HKD.
I hope this provides the clarity and context you were looking for. If it resolves your question, please mark it as the accepted solution and give it an upvote so it can help others in the community as well.
