Is it possible to set up local exchange (currency) based on company location? | Community
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Kundanism
Kundanism
New Participant
April 21, 2023
Solved

Is it possible to set up local exchange (currency) based on company location?

  • April 21, 2023
  • 2 replies
  • 787 views

Hi,

Is it possible to set up local exchange (currency) based on company location?

 

For example: Swedish Kroner for Sweden Projects / Custom fields

                      Euros for European Countries project / Custom fields

 

Looking for guidance or tips?

Have a nice day and weekend.🙂

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Best answer by Richard_Le_

Hi Kundan,

 

This is achievable by setting the project currency. You can read more on this here.

 

You would either need to educate your project owners to change the project currency to their local currency on project creation or (best practice) create project templates for each of the countries with the currency pre-configured so that when a project is created using this template, the correct currency is already set.

 

Best Regards,

Rich. 

2 replies

Doug_Den_Hoed__AtAppStore
Doug_Den_Hoed__AtAppStore
New Participant
April 21, 2023

 

In addition to Rich's suggestion, Kundan, this How To Set Up An Exchange Rate post might be of interest, as might this (more advanced) How to Monitor and Manage Margins discussion.

 

Regards,

Doug

R
Richard_Le_Accepted solution
New Participant
April 21, 2023

Hi Kundan,

 

This is achievable by setting the project currency. You can read more on this here.

 

You would either need to educate your project owners to change the project currency to their local currency on project creation or (best practice) create project templates for each of the countries with the currency pre-configured so that when a project is created using this template, the correct currency is already set.

 

Best Regards,

Rich. 

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