Default currency

How to choose your deal's currency

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Written by Support
Updated over a week ago

Part of deals and forecasts configurations is the currency conversion. The default currency of deals is US Dollar, however that could be easily modified.

1. Select App Settings, located in the bottom left corner

2. Click on Deals & Forecasts 

3. From the list under Deals & Forecasts, select Currency

Within the newly appeared window, you can set the default currency of the system by choosing one from the drop down list or you can add currency as part of
Multi-currency conversion(s)

Modifying the default currency

The default currency can be changed by selecting a currency from the drop down list.

The currencies currently supported by our system are: 

AED (United Arab Emirates Dirham)
AUD (Australian Dollar)
BRL (Brazilian Real)
CAD (Canadian Dollar)
CHF (Swiss Franc)
CLP (Chilean Peso)
CNY (Chinese Yuan)
CZK (Czech Koruna)
DKK (Danish Krone)
EGP (Egyptian Pound)
EUR (Euro) FJD (Fiji Dollar)
GBP (British Pound)
HKD (Hong Kong Dollar)
HNL (Honduran Lempira)
HUG (Hungarian Forint)
ISK (Iceland Krona)
INR (Indian Rupee)
IDR (Indonesian Rupiah)
ILS (Israeli New Shekel)
JPY (Japanese yen)
KRW (Korean Won)
MYR (Malaysian Ringgit)
MXN (Mexican Peso)
NZD (New Zealand Dollar)
NOK (Norwegian Krone)
PKR (Pakistan Rupee)
PHP (Philippine Peso)
PLN (Polish Zloty)
RUB (Russian Ruble)
SGD (Singapore Dollar)
SEK (Swedish Krona)
TWD (Taiwan Dollar)
THB (Thai Baht)
TRY (Turkish Lira)
USD (US Dollar)
ZAR (South African Rand)

Multi-currency Conversion 

The system provides you the ability to add multiple currencies to the system, which could be used when a new deal is created.

Clicking on Add Currency triggers a pop-up window, within which you can select a preferred currency and set the conversion rate.

The list of multi-currencies is available as a drop-down list, when editing an existing or creating a new deal.

⚠️ Note: In order to access the App Settings, you must possess administrator rights.
For further information, please read : Admin Users

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