Built for working accountants, finance professionals, controllers and corporate reporting teams.
Professional newsletter • Edition 004

Foreign-Currency Close Controls

A disciplined close for foreign-currency monetary items, rates, differences and supporting schedules.

Professional scope: This edition is written for working accountants and finance teams. It explains how the issue appears in ledgers, processes, controls and financial reporting—not how to answer an examination question.

The accounting question

Can the team prove that every foreign-currency balance used the correct closing rate and that exchange differences were completely recorded?

Four application principles

Practical corporate example

A USD 100,000 payable was initially recorded at ₹82.50 and remains unpaid at year end when the approved closing rate is ₹83.20. The liability increases by ₹70,000 and the exchange loss is recognised, subject to the applicable framework and any specific qualifying treatment.

Typical accounting pattern

Period-end lossDr Exchange difference expense / Cr Foreign-currency payable
Period-end gainDr Foreign-currency receivable or payable / Cr Exchange difference income

The exact entry depends on the entity’s facts, chart of accounts and applicable reporting framework. Review the complete standard and professional advice where necessary.

Close and control checklist

  • Approved rate table maintained centrally.
  • Currency-wise revaluation report with ledger tie-out.
  • Review of unusual currencies, negative balances and manual overrides.
  • Settlement after year end compared with closing assumptions.
  • Separate review of forward contracts and hedging arrangements.

Questions for the reviewer

  1. Are all monetary balances included in revaluation?
  2. What source supports each closing rate?
  3. Are exchange differences classified consistently?
Use this in the next close: Assign one owner to the issue, document the conclusion, preserve the evidence and identify the financial-statement line and disclosure affected.
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