Settings: Currencies
Learn how the Currencies section lets your business store the different currencies used throughout the organisation and choose the default one to use across the CRM.
Thought Process
The Currencies section gives the business one central place to manage all the currencies it may need to use. Some organisations only ever work in one currency, while others deal with customers, suppliers, or products across different regions.
By storing currencies centrally in Settings, the CRM can work from a clear approved list instead of relying on ad-hoc entry. This makes the system easier to manage and helps keep pricing and documents more consistent.
Why it matters
If the business works across more than one region or trading setup, having the right currencies available is essential.
Why it helps
It keeps currency handling organised and gives the CRM a clear place to choose the default currency from.
What This Section Does
Add multiple currencies
Create and store all the currencies your organisation may need to use throughout the CRM.
Support wider trading
This is useful where the business works across different regions or needs to manage pricing in more than one currency.
Set the default currency
The main account currency can be chosen from this section so the CRM has a standard commercial currency to work from.
Keep things consistent
A central currency list helps keep pricing, records, and commercial documents more consistent across the organisation.
Edit and maintain currencies
Existing currency options can be reviewed and updated as the business changes how it trades.
Support other settings
The currency list maintained here supports other areas of the CRM, including default currency settings and commercial workflows.
Simple Walkthrough
- Go to Settings.
- Open the Currencies section.
- Add the currencies your organisation needs to use.
- Review the list and make sure only the relevant options are available.
- Choose the default currency from the available list.
- Save the changes so the CRM uses the correct default and stored currency options.
Getting the Most From Currencies
Only add what you need
Keeping the list focused makes it easier for staff to choose the right option and avoids unnecessary clutter.
Set the main working currency clearly
Make sure the default currency reflects the one your business uses most often in day-to-day work.
Review it if the business expands
If you begin trading in new regions or using new pricing models, revisit this section so the CRM still reflects the right currencies.
Check related defaults
After changing the currency list, it is worth confirming that the default currency still points to the correct option.