Set up multiple currencies

As an admin, you can define multiple currencies on your workspace and assign to a client the currency they are using. This way, client’s rates and amounts are displayed in their preferred currency.  

Defining multiple currencies is available for admins on all subscription plans. Assigning a specific currency to a client is only possible with a PRO or higher subscription plan, including trial subscriptions.

Follow the instructions below to add new currency, change the default currency and effectively manage client-specific currencies.  

Add currency #

To add new currency:

1. Click on the three dots icon next to your workspace name
2. Select Workspace settings
3. Click Finances from the sidebar
4. Click Manage currencies next to the Currencies drop down menu
5. Change your existing currency or add a new currency on the pop-up window
6. Click Save

In the Edit currencies screen that appears, edit the existing currency or click on +Add currency if you’d like to create a new one. 

Change default currency #

To change the default currency:

1. Go to the Workspace settings > Finances
2. Navigate to the Currencies section
3. Click Manage currencies
4. Click on the three dot icon next to the currency that you want to set as a default
5. Select Set as default

Delete currency #

To delete a currency that is not the current default:

1. Go to Workspace settings > Finances
2. Click Manage currencies
3. Click the three dot icon next to the currency you want to delete
4. Click Remove currency

If you’d like to assign different currencies to different clients, check out the Help Center instructions.