How to set a base currency
Updated over a week ago

Goal:

  • Set Base Currency

While different currencies are available for items, your domain's base currency will be displayed on a request/order summaries. Your reports and your budgets will also be displayed in your base currency.

Steps:

You must be a superuser or a user with customized access to Manage Currency Rates to complete the following steps.

  1. Navigate to Settings Manage Currency Rates

  2. Click the 3-dot options button to the right of the applicable currrency and select Set As A Base Currency

When you set a base currency in Procurify, the base currency will default on the order request creation screen, with conversion completed with the rate set in Settings Manage Currency Rates

Additional Information:

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