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Setting Manual Currencies

If you don't want to import the currency from your Inventory Management/Accounting System, you can set it manually following these steps.

Isobel Honour avatar
Written by Isobel Honour
Updated over 9 months ago

Prerequisites

  • You'll need CRM Administrator rights to follow the steps in this article.

Step 1: Open System Settings

First, navigate to the System Settings.

Step 2: Search for the Setting

Next, click into the search icon then search for 'currenc' - this will cover the words "currency" and "currencies".

Step 3: Choose your Options

Here you can decide whether or not to import your currency exchange rates. If you select "Do not import currencies", you can click to configure them instead above.

Step 4: Configuring Currencies

Once you've selected 'Click to Configure', you're able to type in your own exchange rates for each country.

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