From the first question to reviewer follow-up
Keep the receipt or invoice
The receipt, invoice, card record, or payment record shows what was bought and what was charged. Keep it as the primary transaction record, together with the business purpose and approval.
Record the source and date of the rate
If the expense policy or reimbursement calculation uses an official reference rate, record the supported source and selected date. That context explains which published value supported the conversion.
Attach a proof to the expense record
Attach the Signed FXProof Proof PDF to the claim or reimbursement record that used the rate. The proof keeps the source, selected date, rate context, document id, payload hash, digital signature, and verification information together.
- Source and source date used for the conversion.
- Rate context behind the reimbursement or expense review.
- Embedded digital signature.
- Document id and payload hash shown in the PDF for public verification.
Explain the difference between reference and charged rates
The bank or card record shows the conversion applied to the transaction. An official reference rate may support a separate reimbursement or accounting calculation. FXProof documents the official reference-rate evidence, not the bank charge.
Give the approver a clear review path
The approver can inspect the proof and use its public verification details without your account. FXProof does not approve the expense, decide whether it is reimbursable, or replace the organization's policy.
Expense review item
Attach proof when a conversion needs extra support or may be checked later.
View a proof sampleBank of Canada expense record
See how a supported Bank of Canada daily average rate can be documented beside an expense or reimbursement calculation.
Open Bank of Canada expense guideBank rate or official reference rate?
Check which evidence answers the question in front of you before attaching it to the expense record.
Read the rate decision guideQuestions
How do I attach the proof PDF to an expense claim?
Attach the Signed FXProof Proof PDF to the expense claim or reimbursement record that used the rate. Its FXProof proof and verification fields are already inside the document.
What can an expense reviewer verify?
The reviewer can inspect the source and rate context, validate the embedded digital signature, and use the document id and payload hash shown in the PDF on the public check page.
Does FXProof approve expenses?
No. FXProof documents exchange-rate evidence. Approval remains in your expense policy and workflow.