💱Currency Conversion Fees
What it is
Charges and tracks a currency conversion fee (a single tier at +2%) wherever LearnQuest bills in a client's currency: on the tracker comparison, the proposal, the CTO, and private invoices, with an entity and accepted-currency table behind it.
What's happening
In the development backlog, waiting for a slot. Seven issues are drafted and assigned to John. Two finance questions are open before it can be scoped fully: multi-currency bank accounts on invoices, and how after-the-fact fee adjustments are handled.
Development issues
| APD-109 | Entity and accepted-currency table in DL | Backlog | JPJohn Polec | |
| APD-110 | Tracker: calculate and store the currency conversion fee; show it in the comparison section | Backlog | JPJohn Polec | |
| APD-111 | Proposal: fee line, surcharge note, and currency section in Ts and Cs | Backlog | JPJohn Polec | |
| APD-112 | Exchange rate calculator: single tier, +2%, and a tier-version field on the tracker | Backlog | JPJohn Polec | |
| APD-113 | CTO: show the currency conversion fee as a separate fee | Backlog | JPJohn Polec | |
| APD-114 | Private invoices: entity from client country, add the fee, and multi-currency payment instructions | Backlog | JPJohn Polec | |
| APD-115 | Lock Contractual Country (trackers) and Engagement Country (CTO) to the client entity, editable by CTO approvers only | Backlog | JPJohn Polec |
Planning items
| PLN-35 | Finance questions: multi-currency bank accounts on invoices and after-the-fact fee adjustments | Planning Todo | JPJohn Polec |