Configure Currency

Set the business currency and understand transaction exchange-rate snapshots.

Before you start

Changing base currency may be restricted after transactions exist.

Open Settings

Settings → Currency

Navigate to the relevant workspace area.

Select the business base currency

Select the business base currency. Review the information shown before continuing to the next step.

Choose currencies on supported transactions

Choose currencies on supported transactions. Review the information shown before continuing to the next step.

Review locked transaction exchange rates

Review locked transaction exchange rates. Review the information shown before continuing to the next step.

Use base or original modes on mixed-currency statements

Use base or original modes on mixed-currency statements. Review the information shown before continuing to the next step.