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.