Company Settings: currency and exchange rate management
Last updated: May 6, 2026
Company > Currency Settings: choose default currencies (destination + local). Exchange rate: automatic (recommended, hourly updates) or manual (daily, error-prone). Add custom % on top. Manual is risky — missing daily updates causes quote discrepancies.
Configure currencies and exchange rate handling.
How to access
Settings > Company > Currency Settings.
Default currencies
Select the primary currencies for quotes:
- Include main destination currencies.
- Include the local currency.
Exchange rate management
Two options:
- Automatic (recommended). System updates exchange rates every hour for accuracy.
- Manual. Adjust rates daily — time-consuming and error-prone.
Additional percentage
Add a percentage on top of the current exchange rate. Example: 1% increase. The system applies this automatically to all conversions.
Why automatic is recommended
Manual exchange rate management requires daily updates. Missing a day creates discrepancies between quotes and actual costs.