The currencies set in your account determine what currency your opportunities and orders are shown in.
This article will cover:
See our Swedish video tutorial here.
Master currency
This is the default currency with which your opportunity, sales, and reports are calculated with.
Currencies can at most contain two decimals eg. 01.00
Multi-currency
With multi-currency activated, you can add more currencies in your opportunities, orders, and reports. These currencies have a currency rate that you can edit.
How to work with currency rate
When adding a new currency the rate starts at 1. This means that one unit of the master currency is equal to one unit of the currency you are adding. This is probably not the case, and here's how to change this:
1 Sub currency = XX.XX Master currency
or
How many units of my master currency is equal to 1 unit of my sub currency.
When you know the answer, input the value in the sub-currency Currency rate field.
Example:
Let's say your master currency is SEK and you want to add EUR as a sub currency:
A Google search for SEK to EUR tells me that 1 EUR equals 10.44 SEK right now. This is the number you want to input in the sub currency's currency rate field for EUR.
Change currency rate
Currency rates are changed manually by the administrators of your account.
Currency settings can be found in Upsales settings under Account. Viewing/editing currencies require administrator access.
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