Productive

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

Configuring Currency Settings in Productive

Learn how exchange rates work in Productive: providers, booking behavior, reports, and how they affect cost, profit, and conversions.

Exchange Rates FAQ

Customize your reporting periods with the Fiscal Year feature in Productive, allowing filters and grouping by fiscal year or quarter.

Fiscal Year

Lock financial periods to prevent changes to time entries, expenses, and services, ensuring accuracy for the month’s submitted revenue data.

Financial Month Closing: Closing and Securing Financial Periods

Allow select edits in locked months to support everyday workflows—without affecting revenue or expense data.

Financial Month Closing: Editable Fields

Settings related to currency, financial reporting, fiscal year setup, and month-end processes.

Currency & Financial Settings

Find answers and get help from Intercom Support and Community Experts

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