- I want my item currency and base currency to match
The line item currency may not match the currency listed at the bottom of the Request for Order (RFO). The currency total at the bottom of the RFO will reflect the base currency. Items throughout the Procurify process will maintain their originally assigned item currency. There may be instances when you want alternate currencies. If you want the currencies to match, you must update either your base currency or your item currency. Even if a line item currency does not match the RFO currency or base currency, the currencies will always impact the budget by the base currency.
Steps: How to update your base currency
- Select the Settings tab, and click Manage Currency Rates
- Locate the active Currency you would like to be set as your base Currency, & click the button
- Click Set As A Base Currency
Steps: How to change the currency of items on a Pending request
Select the APPROVAL tab → Request/Travels/Expense.
Find the request number and open it
Select the button across the item you need to update and Edit
Change the currency as needed.
- Select Save