- Setup-> Organization Settings -> Currencies
- Choose your Home currency - CHOOSE WISELY - once set, this cannot be changed!
- Customize the format (if needed) then click Confirm
<you will get a message saying it takes a while... this is normal> - the software is adding the currency field to your modules
From this screen - You can add additional currencies by
- clicking the Add Currency button
- Choose the currency from the drop down list
- Option to customize format
- Enter an exchange rate
- click save
Using Currencies: When you configure your account for multiple currencies, Currency fields are automatically added to the appropriate modules. You just need to select the desired currency from the Drop down list. NOTE - ALL currency fields are converted to the selected currency. Values are shown in selected currency as well as the home currency, so be sure to update your exchange rates!