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How do I record a donation in a foreign currency?

In short: On the receipt form, open Extra Fields to reveal the Forex Amount section. Enter the foreign amount, pick the currency, and click the convert (exchange-arrows) button to fill the receipt Amount in rand. The receipt's official amount is always stored in rand; the forex amount and currency are kept as reference.

This covers foreign currency, forex, exchange rate and the "can't see the forex box" question.

Steps

  1. Start a receipt (Receipts → Add Receipt) or edit an existing one.
  2. Click the Extra Fields button to reveal the Forex Amount input and currency dropdown. (If you can't see the forex box, this is where it's hidden.)
  3. In Forex Amount, enter the amount the donor gave in their currency.
  4. From the currency dropdown, pick the currency: USD, EUR, GBP, AUD or CAD.
  5. Click the convert button (the exchange-arrows icon, "Automatically calculate and enter rand amount"). ActiveDonor fetches the current rate and fills the Amount in rand.
  6. Check the rand amount — you can adjust it by hand (for example for bank fees) — then save.

What about other currencies?

The dropdown offers only five currencies (USD, EUR, GBP, AUD, CAD). The field will let you type another three-letter code, but a typed code such as CHF is not retained — it reverts to USD when you reopen the receipt. For any other currency, convert the amount yourself and enter the rand Amount by hand.

📌 Note: The amount used for Section 18A certificates, statements and reports is always the rand amount. The forex amount and currency are reference only.

  • Converting foreign-currency donations