The multi-currency add-on is part of the Platinum and Enterprise editions.
The multi-currency add-on allows you to add new currencies to Settings and associate them with customers and/or projects. Currency can be set on the customer card under the Customer settings tab, so that projects created for the customer will have the default currency specified.
Currency for a project is selected during project creation. Please note that after creating the project, the currency cannot be changed.
Transferring project hour entries to another project is not possible if the projects have different currencies.
In order to add a new currency, an exchange rate must be set against the company’s base currency. The new currency can then be assigned as the default currency for customers. To manage currencies, go to Settings > Organization > Currencies.
Add new currency
To add a new currency, click Add currency. Select the currency from the dropdown, and enter the desired exchange rate as a ratio to the base currency of your organization. When finished, Save the new currency.
To verify the company's base currency, go to Settings > Organization > Company settings > Other settings.
Edit currencies
To edit an existing currency, click the currency to open the information. Edit details and Save.
Disable/delete currencies
To disable or delete a currency from the system, hover your mouse over the currency and select Inactivate or Remove. Currencies that are enabled cannot be deleted. To check if a currency is enabled, click the currency to view its details.
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