How to Put Invoices in Different Currencies in One Excel

In this video

• Upload a PDF or scanned invoice, click Extract, then Excel. PDF and TIFF files are read with OCR first.
• TeamGlot fills in the ECB reference rate from the invoice date, and you can correct it.
• You choose whether the amounts include VAT, and TeamGlot warns you when your choice does not match the invoice totals.
• Before a line is added, TeamGlot compares the total with the invoice's own total.
• Invoices in US dollars and Danish kroner end up in the same Excel file, in euros, with VAT and totals.
• The Excel file stays on your PC and is not sent to the server. Shared files in TeamGlot are deleted automatically – a workspace, not an archive.

Chapters

• 0:00 How to put invoices in different currencies in one Excel sheet
• 0:48 Open Document editing
• 1:05 Invoice 1 in US dollars: get the invoice lines
• 2:04 Incl. or excl. VAT? Check before adding
• 2:39 Add the lines to a new Excel file
• 3:24 Invoice 2 in Danish kroner, same Excel file
• 4:29 The result: two currencies in one Excel sheet
• 4:59 Make your own Excel template
• 6:13 Good to know: ECB rates and tips
• 6:42 What is TeamGlot?

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