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  • December 22, 2022 21:20
  • Updated

How to set a base currency

Goal:

  • Set Base Currency

The base currency as chosen by the requestor is displayed on the order request. Your domain's base currency will be displayed when a PO is created, whereby you will see the base currency reflected rather than the requested currency. The base currency rate is reflected in Procurify reports and your budgets.


Steps:

  1. Select the Settings tab, and click Manage Currency Rates
  2. Locate the active Currency you would like to be set as your base Currency, & click the options.png button
  3. Click Set As A Base Currency 

When you set a base currency in Procurify, the base currency will default on the order request creation screen.  

mceclip0.png

 

Additional Information:

  • Only users with appropriate permission settings will be able to access the settings page. 
  • FAQ: Currency
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