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Configuring Currency Settings in Productive
Configuring Currency Settings in Productive

Learn how to set up and edit your currency settings to manage exchange rates, default currency, financial precision, and more.

Updated over 3 months ago

Accessing Currency Settings

To set up or edit your currency settings, navigate to Settings > General and scroll down to the Currency section.

Currency Settings Overview

Exchange Rate Provider

  • Default Provider

    Open Exchange Rates is the default provider for managing dual currencies.

  • Usage

    This setting is used when the budget currency differs from the default currency. Invoices and reports will display amounts in both currencies, based on the exchange rate provider.

  • Conversion Example
    When viewing budgets or reports with different currencies, you can mouse over amounts to see their value in your default currency. For example, if your default currency is USD ($), amounts will be converted and displayed accordingly.

  • Note
    If the exchange rate provider is not set up, you encounter issues, or wish to change the exchange rate provider, please contact us via the in-app chat ☎️.

Default Currency

  • Setting the Default

    Choose your default currency from the dropdown list. This currency will be used on all documents and transactions.

Financial Numbers Precision

  • Decimal Places

    Select the number of decimal places for financial numbers from 2, 3, 4, or 5.

  • Affected Fields

    This setting impacts numeric fields such as:

    • Quantity on invoice line items

    • Quantity on budget services

    • Quantity on rate cards

    • Quantity in deal section services

    • Taxes on documents

    • Default markup on expenses

Saving Your Settings

Once you’ve configured your currency settings, click the Save button at the bottom of the Currency section to apply your changes.

For additional details on general settings, you can refer to the article: General Settings.

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