03 - Multi-Currency Setup (Optional)

Created by Connect Getaccountify, Modified on Wed, 6 Aug, 2025 at 10:21 AM by Connect Getaccountify

If your company deals with global vendors or customers, enabling multi-currency allows you to handle transactions in different currencies with automatic conversions.

To enable and manage currencies:

  1. Go to SetupCompany Information.

  2. Click Activate Multiple Currencies (⚠️ irreversible).

  3. Then go to SetupManage Currencies to:

    • Activate new currencies (e.g., USD, GBP, EUR)

    • Set conversion rates relative to your corporate currency

    • Assign currency to records like vendors, entities, transactions

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