Totals in the company’s currency

How a list, a report or an export adds up rows that are in different currencies, and which columns are totalled at all.

A list can hold an invoice in euros beside one in rupees. Adding the two figures as they stand gives a number that matches nothing on the screen and nothing in the ledger. So every total is in the company’s own currency — its reporting currency — and every row in another currency says what it is worth in that currency.

What you see

• A row in another currency shows its own amount, marked with its currency, and beneath it "≈" and the amount in the company’s currency.
• The Total row is headed with the company’s currency and is exactly the sum of the converted amounts above it. A row already in the company’s currency counts as it stands.
• A note under the total says how the conversion was made.
• This holds on every list screen, on report tables, and on the rows behind a KPI or a cube when you drill into them.

Which rate is used

1. The rate the document itself was booked at, where it carries one.
2. Otherwise the rate on file for the document’s own date, from Accounting → Exchange Rates.
3. Where there is no rate at all, the row is left out of the total rather than added as if it were the company’s money, and the note under the total says how many rows were left out.

Exports

A downloaded or printed list in more than one currency adds a column beside each money column, named "<column> (<currency>)" — Total (USD), for example — holding the converted amounts. The total sits under that column, where it is the sum of the figures above it; the column of mixed currencies is not totalled. The heading of the file says how the amounts were converted and how many rows had no rate.

Which columns have a total

Only a column where adding up is an answer: money, and quantities — units, hours, minutes, counts. A column of dates, document numbers, item or operation numbers, years or periods is never totalled, and neither is a percentage, an average, a rate or a score, because the sum of those looks like an answer and means nothing.

On Manufacturing → Order Costing & Profitability, Order Profitability and Order Cost Projection state revenue and cost in the company’s currency: the cost of an order is priced from standard costs, which are kept in it, so a margin is only a margin when the revenue is in the same currency.

Order Cost Projection has a Profit status column — Loss, Low margin or Healthy — that you can filter on, so the orders that need looking at can be listed on their own.

• Loss: the projected profit and margin are red, with a warning marker.
• Low margin: they are amber. The line is 10% unless changed under Platform → Configuration → Runtime Settings, Manufacturing, "Flag an order as low margin below".
• Healthy: shown as they are.

A row on Order Profitability, Production Order Cost or Order Cost Projection opens its record, to read. Those figures are worked out from the production order and what was posted against it, so there is nothing to edit on them: change the order, and they follow.

Reports that mix counts, rates and money

Some reports list many different measures in one table, one measure to a row — EHR → Clinical Quality and EHR → Population Health among them. (Student Lifecycle’s Institutional Analytics has been a report in its Reports & Analytics catalogue since 13 October 2026.) Each figure in the Value column is shown as what it is:

• A count as a number — signed notes, encounters, students enrolled — never as money.
• A rate, a share or a ratio as a percentage.
• An amount of money as money.

A column that holds more than one kind of figure has no total, because a count added to a percentage is not a number of anything. The same rule holds on a report with a column per measure, such as EHR → Revenue by Payer: billed, paid and outstanding are money and are totalled; the denial rate and the collection rate are not.