Access the configurations to set your currency preferences from the general settings.
Default
Access the configurations to set your currency preferences from the general settings.
In this article, learn:
How to set the tenants default currency
You can set a Default currency that will automatically be suggested when entering amounts.
In the Default Currency field, select your currency among those suggested in the list.
This field only impacts the user’s platform.
How to multiple currencies for the tenant
In the case of multiple currencies used in your corporation, you can set a Corporate currency and set conversation rates to have the different amounts automatically converted. The amount fields have a corresponding column expressed in the corporate currency to be used in the tables or reports.
- Individual currency
Start by selecting the corporate currency in the drop-down menu:
Next, enter the conversation rates in the table. Add as many currencies as needed. Click on Add a currency to convert to select the currencies to convert.
If a currency is missing, ask an administrator to add them in the Currency’s reference list.
- Mass currency update
Import and update in mass the conversation rates.
Click on Mass update and download the file template.
Complete the file with the:
- Date
- Corporate currency
- Conversation rate
- Converted currency
Once the file is completed, return to the platform and import the file.
Note that the “Stop the import at the first error” checkbox will allow you to choose how the import will progress:
If you tick the box:
The import process will stop as soon as an error is detected (i.e. the template file has not been completed correctly). A message will be shown to aid you in identifying the mistake.
You will need to correct the file and import it again to resume the process.
If you do not tick the box:
The document will be processed in its entirety, but any line containing errors will be skipped and will not be imported.
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