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Foreign Exchange (FX) Overview - Group Financial Reporting

Updated: August 19, 2025

Updated over a month ago

GATHER.nexus applies consistent multi-currency translation so consolidated results are comparable and audit-ready.


1) FX Translation Sources

Key terms

  • Functional/Local Currency: The currency of each entity’s ledger (from Xero/QuickBooks).

  • Group Reporting Currency (GRC): The currency used to prepare consolidation and working papers.

  • Report Presentation Currency (RPC): An optional display currency for published reports.

Where translation happens

  • Entity > GRC during consolidation and working papers.

  • GRC > RPC only if you choose a different presentation currency for reporting.

Rate types used

  • Profit & Loss (P&L): Monthly average exchange rate.

  • Balance Sheet (BS): Month-end closing exchange rate.

Journals

  • Auto-journals: Pulled from entity ledgers and converted using the same FX rules above.

  • Manual journals: Entered directly in GRC (no translation at entry time). If you report in RPC, these are then translated GRC > RPC.

2) Consolidation FX Rules (Entity > GRC)

When preparing the consolidation (including the Working Papers tile):

  • P&L lines: Translate each month’s local results using that month’s average rate into GRC.

  • BS lines: Translate period-end balances using the closing rate into GRC.

  • Auto-journals: Converted using the same month’s average/closing rate logic.

  • Manual journals: Already in GRC; no translation needed at this stage.

3) Reporting FX Options (GRC → RPC)

Choose how reports are presented:

Option A — Report in GRC

  • No further FX applied after consolidation.

Option B — Report in a Report Presentation Currency (RPC)

  • Re-translate the consolidated GRC results for presentation:

    • P&L: use the monthly average GRC > RPC rate.

    • BS: use the month-end closing GRC > RPC rate.

  • Applies to the entire package (including eliminations and both auto- and manual journals).

Example scenario: USD group, GBP presentation

  • Setup:

    • Entity posts in local books.

    • Group consolidates in USD (GRC).

    • Reports are presented in GBP (RPC).

P&L line (Revenue)

  1. Local > GRC (EUR→USD) at monthly average:

    • €1,000 × 1.10 = $1,100 (in GRC)

  2. GRC > RPC (USD→GBP) at monthly average:

    • $1,100 × 0.78 = £858 (in RPC)

BS line (Asset)

  1. Local > GRC (EUR→USD) at month-end closing:

    • €2,000 × 1.12 = $2,240 (in GRC)

  2. GRC > RPC (USD→GBP) at month-end closing:

    • $2,240 × 0.79 = £1,769.60 (in RPC)

Display rounding follows your Display Configuration (decimals, separators, K/M/B).


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