Upsales allows you to add multiple currencies. You can do business in multiple countries, and track budgets and opportunities in the correct currency. 

Currencies are used in opportunities and orders. If you have added multiple currencies, your users can select their own currency.

This article covers:

• How to add currencies
• How to assign currencies to roles

How to add currencies

Only administrators can open the Currencies page. The Master currency can only be changed while your account has no currencies saved (see Currencies).

1. Click Settings → Account → Currencies and click the Activate multi-currency support toggle on:
   
   
   
    
2. Choose how currency rates are set, then click Save:
   • Automatic currency rate: your currency rates are updated daily. You cannot change the rates manually. Do not use this option if your account has an active ERP integration (Visma, Fortnox, Business Central, Monitor, etc.), as currency conversion is then handled in the ERP integration.
   • Manual currency rate: you enter and update each rate yourself.
3. Click the Add currency button and select the desired currency:
   
   
    
4. With Manual currency rate, click Currency rate and enter the exchange rate compared to 1 of your master currency. In the example below, GBP is the master currency, with 1.16 EUR equivalent to 1 GBP:
   
   
    
5. Click Save to confirm

To change a rate later with Manual currency rate, click the currency in the list. Currencies cannot be deleted. To stop using one, clear its Active checkbox.

How to assign currencies to a role

You can assign a currency to a role so that all users within that role have the same currency. The Currency field is shown on the role when Activate multi-currency support is on. If you turn it off, the currency is removed from every role.

1. Go to Settings → Account → Users & roles:
   
   
    
2. Click the role and select the Currency:
   
   
   
    
3. Click Save role: