Configuring Currencies

Forecast provides the ability to set a company wide currency for the whole account.  Users also have the option to add foreign currencies, which allows for setting billing rates to a specific Client, Region, and/or Project Type. 

This article covers:

• Configuring your system currency

• Configuring your project currency

Configuring your system currency

Admins are able to set a company-wide currency for their organization from the Admin panel. The system currency is then used as the default currency for all projects and their rate cards, unless decided otherwise.

To set a company wide currency:

1. Click Admin in the top bar. 
2. Select Company Details from the dropdown. 
3. On the Details page, scroll down to the Currency section.
4. Select a currency from the dropdown menu.

Configuring your project currency

The currency a project uses is determined by the rate card assigned to it. By default, rate cards use the company-wide currency set in the Admin panel.

If needed, you can manually change the currency exchange rate in an individual project under the financial project setting 'Rate card'. See Configuring your rate cards for more information on how to add multiple currencies to a rate card.