The currencies set in your account determine what currency your opportunities and orders are shown in.
This article covers:
What is master currency
This is the default currency for calculating opportunities, sales, and reports.
The Master currency field can only be changed while your account has no currencies saved. Once a master currency is saved, the field is locked.
Currencies contain up to two decimals, 01.00
What is multi-currency
With multi-currency activated, you can add more currencies in your opportunities, orders, and reports. These currencies have rates you can edit:
How to change the currency rate
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Admins can change the currency by clicking Settings → Account → Currencies:
- Turn on Activate multi-currency support. This shows the currency list and the Add currency button.
- Select Add currency, and select the currency from the dropdown
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Click the tab to choose either Automatic currency rate (Upsales updates currency/exchange rates for you daily, using the market-leading Fixer API) or Manual currency rate
Automatic currency rate
With automatic rates, you can't change currency rates manually.
ERP users, avoid using this feature because your ERP already acts as the master source for currency rates
Manual 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. Check the sub currency's exchange rate and enter in the sub currency's currency rate field
- Click Save to confirm the currency: