{"id":19001,"date":"2024-06-30T14:08:06","date_gmt":"2024-06-30T14:08:06","guid":{"rendered":"https:\/\/clockify.me\/help\/?p=19001"},"modified":"2026-04-28T12:46:53","modified_gmt":"2026-04-28T12:46:53","slug":"assign-currency-to-client","status":"publish","type":"post","link":"https:\/\/clockify.me\/help\/track-time-and-expenses\/assign-currency-to-client","title":{"rendered":"Assign currency to client"},"content":{"rendered":"\n<div class=\"wp-block-custom-audience-tag audience-tag-box\"><span class=\"tag-title\">Who can use this feature?<\/span><div class=\"tag-rows\"><div class=\"tag-row\"><svg width=\"18\" height=\"18\" viewBox=\"0 0 24 24\" fill=\"none\"><mask id=\"mask-aud-final\" style=\"mask-type:alpha\" maskUnits=\"userSpaceOnUse\" x=\"0\" y=\"0\" width=\"24\" height=\"24\"><rect width=\"24\" height=\"24\" fill=\"#D9D9D9\"><\/rect><\/mask><g mask=\"url(#mask-aud-final)\"><path d=\"M12 12C10.9 12 9.95833 11.6083 9.175 10.825C8.39167 10.0417 8 9.1 8 8C8 6.9 8.39167 5.95833 9.175 5.175C9.95833 4.39167 10.9 4 12 4C13.1 4 14.0417 4.39167 14.825 5.175C15.6083 5.95833 16 6.9 16 8C16 9.1 15.6083 10.0417 14.825 10.825C14.0417 11.6083 13.1 12 12 12ZM4 20V17.2C4 16.6333 4.14583 16.1125 4.4375 15.6375C4.72917 15.1625 5.11667 14.8 5.6 14.55C6.63333 14.0333 7.68333 13.6458 8.75 13.3875C9.81667 13.1292 10.9 13 12 13C13.1 13 14.1833 13.1292 15.25 13.3875C16.3167 13.6458 17.3667 14.0333 18.4 14.55C18.8833 14.8 19.2708 15.1625 19.5625 15.6375C19.8542 16.1125 20 16.6333 20 17.2V20H4ZM6 18H18V17.2C18 17.0167 17.9542 16.85 17.8625 16.7C17.7708 16.55 17.65 16.4333 17.5 16.35C16.6 15.9 15.6917 15.5625 14.775 15.3375C13.8583 15.1125 12.9333 15 12 15C11.0667 15 10.1417 15.1125 9.225 15.3375C8.30833 15.5625 7.4 15.9 6.5 16.35C6.35 16.4333 6.22917 16.55 6.1375 16.7C6.04583 16.85 6 17.0167 6 17.2V18ZM12 10C12.55 10 13.0208 9.80417 13.4125 9.4125C13.8042 9.02083 14 8.55 14 8C14 7.45 13.8042 6.97917 13.4125 6.5875C13.0208 6.19583 12.55 6 12 6C11.45 6 10.9792 6.19583 10.5875 6.5875C10.1958 6.97917 10 7.45 10 8C10 8.55 10.1958 9.02083 10.5875 9.4125C10.9792 9.80417 11.45 10 12 10Z\" fill=\"black\" fill-opacity=\"0.87\"><\/path><\/g><\/svg><span>Workspace owner or admin<\/span><\/div><div class=\"tag-row\"><svg width=\"18\" height=\"18\" viewBox=\"0 0 24 24\" fill=\"none\"><mask id=\"mask-flg-final\" style=\"mask-type:alpha\" maskUnits=\"userSpaceOnUse\" x=\"0\" y=\"0\" width=\"24\" height=\"24\"><rect width=\"24\" height=\"24\" fill=\"#D9D9D9\"><\/rect><\/mask><g mask=\"url(#mask-flg-final)\"><path d=\"M5 21V4H14L14.4 6H20V16H13L12.6 14H7V21H5ZM14.65 14H18V8H12.75L12.35 6H7V12H14.25L14.65 14Z\" fill=\"black\" fill-opacity=\"0.87\"><\/path><\/g><\/svg><span>Assign currency is a paid feature available in Pro plan or higher<\/span><\/div><\/div><\/div>\n\n\n\n<p>In case you\u2019re working on projects for multiple clients that use various currencies, you can assign different currencies to different clients. By default, the currency assigned on a workspace level is assigned to all clients in the workspace. This feature allows you to assign a specific currency to a client to track expenses more accurately.<\/p>\n\n\n\n<div class=\"wp-block-custom-highlight-box custom-box color-yellow\"><div class=\"box-header\"><svg width=\"20\" height=\"20\" viewBox=\"0 0 24 24\" fill=\"none\"><mask id=\"mask-yellow\" style=\"mask-type:alpha\" maskUnits=\"userSpaceOnUse\" x=\"0\" y=\"0\" width=\"24\" height=\"24\"><rect width=\"24\" height=\"24\" fill=\"#D9D9D9\"><\/rect><\/mask><g mask=\"url(#mask-yellow)\"><path d=\"M9 19V17H21V19H9ZM9 13V11H21V13H9ZM9 7V5H21V7H9ZM5 20C4.45 20 3.97917 19.8042 3.5875 19.4125C3.19583 19.0208 3 18.55 3 18C3 17.45 3.19583 16.9792 3.5875 16.5875C3.97917 16.1958 4.45 16 5 16C5.55 16 6.02083 16.1958 6.4125 16.5875C6.80417 16.9792 7 17.45 7 18C7 18.55 6.80417 19.0208 6.4125 19.4125C6.02083 19.8042 5.55 20 5 20ZM5 14C4.45 14 3.97917 13.8042 3.5875 13.4125C3.19583 13.0208 3 12.55 3 12C3 11.45 3.19583 10.9792 3.5875 10.5875C3.97917 10.1958 4.45 10 5 10C5.55 10 6.02083 10.1958 6.4125 10.5875C6.80417 10.9792 7 11.45 7 12C7 12.55 6.80417 13.0208 6.4125 13.4125C6.02083 13.8042 5.55 14 5 14ZM5 8C4.45 8 3.97917 7.80417 3.5875 7.4125C3.19583 7.02083 3 6.55 3 6C3 5.45 3.19583 4.97917 3.5875 4.5875C3.97917 4.19583 4.45 4 5 4C5.55 4 6.02083 4.19583 6.4125 4.5875C6.80417 4.97917 7 5.45 7 6C7 6.55 6.80417 7.02083 6.4125 7.4125C6.02083 7.80417 5.55 8 5 8Z\" fill=\"#FFC107\"><\/path><\/g><\/svg><span class=\"box-label\">Use Case<\/span><\/div><div class=\"box-content\">\n<p>For example, you are working with Client A who uses US dollars and Client B who uses euros. You can assign US dollars to Client A and euros to Client B to record project-related expenses in the specified currency.<\/p>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Assign currency<\/h2>\n\n\n\n<p>To assign currency to client:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Go to the <strong>Clients<\/strong> page in your workspace<\/li>\n\n\n\n<li class=\"translation-block\">In the list of <strong>Clients,<\/strong> locate<strong> <\/strong>the<strong> <\/strong>client you wish to edit&nbsp;<\/li>\n\n\n\n<li class=\"translation-block\">Click on the <strong>Edit <\/strong>button next to their name&nbsp;<\/li>\n\n\n\n<li>Choose the currency from the search bar that appears with all available currencies in the workspace<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"658\" height=\"1024\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2023\/11\/Screenshot-2023-11-06-at-16.27.18-10-658x1024.png\" alt=\"\" class=\"wp-image-15224\" style=\"object-fit:cover;width:374px;height:512px\" srcset=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2023\/11\/Screenshot-2023-11-06-at-16.27.18-10-658x1024.png 658w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2023\/11\/Screenshot-2023-11-06-at-16.27.18-10-193x300.png 193w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2023\/11\/Screenshot-2023-11-06-at-16.27.18-10-768x1195.png 768w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2023\/11\/Screenshot-2023-11-06-at-16.27.18-10-987x1536.png 987w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2023\/11\/Screenshot-2023-11-06-at-16.27.18-10-8x12.png 8w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2023\/11\/Screenshot-2023-11-06-at-16.27.18-10.png 992w\" sizes=\"auto, (max-width: 658px) 100vw, 658px\" \/><\/figure>\n\n\n\n<div class=\"wp-block-custom-highlight-box custom-box color-green\"><div class=\"box-header\"><svg width=\"20\" height=\"20\" viewBox=\"0 0 24 24\" fill=\"none\"><mask id=\"mask-green\" style=\"mask-type:alpha\" maskUnits=\"userSpaceOnUse\" x=\"0\" y=\"0\" width=\"24\" height=\"24\"><rect width=\"24\" height=\"24\" fill=\"#D9D9D9\"><\/rect><\/mask><g mask=\"url(#mask-green)\"><path d=\"M5 21.0001C4.45 21.0001 3.97917 20.8043 3.5875 20.4126C3.19583 20.0209 3 19.5501 3 19.0001V5.0001C3 4.4501 3.19583 3.97926 3.5875 3.5876C3.97917 3.19593 4.45 3.0001 5 3.0001H13.925L11.925 5.0001H5V19.0001H19V12.0501L21 10.0501V19.0001C21 19.5501 20.8042 20.0209 20.4125 20.4126C20.0208 20.8043 19.55 21.0001 19 21.0001H5ZM9 15.0001V10.7501L18.175 1.5751C18.375 1.3751 18.6 1.2251 18.85 1.1251C19.1 1.0251 19.35 0.975098 19.6 0.975098C19.8667 0.975098 20.1208 1.0251 20.3625 1.1251C20.6042 1.2251 20.825 1.3751 21.025 1.5751L22.425 3.0001C22.6083 3.2001 22.75 3.42093 22.85 3.6626C22.95 3.90426 23 4.1501 23 4.4001C23 4.6501 22.9542 4.89593 22.8625 5.1376C22.7708 5.37926 22.625 5.6001 22.425 5.8001L13.25 15.0001H9ZM11 13.0001H12.4L18.2 7.2001L17.5 6.5001L16.775 5.8001L11 11.5751V13.0001Z\" fill=\"#4CAF50\"><\/path><\/g><\/svg><span class=\"box-label\">Note<\/span><\/div><div class=\"box-content\">\n<p class=\"translation-block\">Currency assigned to a client will be referred to as <strong>client currency<\/strong> hereafter.<\/p>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Client currency in Clockify<\/h2>\n\n\n\n<h4 class=\"wp-block-heading\">Free Trial<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>After downgrade or the end of a trial period, all currencies are changed back to the default currency<\/li>\n\n\n\n<li>Subscription restores currency settings that were in place before the trial period<\/li>\n<\/ul>\n\n\n\n<p class=\"translation-block\">Currency is present in all client-related actions, from the client creation or editing, to the amount overview in the dashboard, project status and so on. If other than default currency is assigned to a client, it affects <strong>adding time entries<\/strong> throughout the app and <strong>Clients<\/strong>, <strong>Expenses<\/strong>, <strong>Reports<\/strong>, <strong>Projects<\/strong> and <strong>Invoices<\/strong> pages.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Clients<\/h4>\n\n\n\n<p>By default, every default client gets a default workspace currency.&nbsp;<\/p>\n\n\n\n<p>Whenever the currency related to the client changes, updated currency values will be presented with the new one being marked as updated.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Adding time entries in Time tracker, Timesheet, Calendar, Detailed report<\/h4>\n\n\n\n<p>Entry&#8217;s billable and cost amounts are calculated in <strong>default currency<\/strong> if: <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>entry doesn\u2019t have a project<\/li>\n\n\n\n<li>entry&#8217;s project doesn\u2019t have a client<\/li>\n<\/ul>\n\n\n\n<p class=\"translation-block\">Entry&#8217;s billable and cost amounts are calculated in <strong>client currency<\/strong> if: <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>entry&#8217;s project has a client&nbsp;with assigned specific currency&nbsp;<\/li>\n<\/ul>\n\n\n\n<p>For imported entries, currency is derived from the project.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-custom-highlight-box custom-box color-green\"><div class=\"box-header\"><svg width=\"20\" height=\"20\" viewBox=\"0 0 24 24\" fill=\"none\"><mask id=\"mask-green\" style=\"mask-type:alpha\" maskUnits=\"userSpaceOnUse\" x=\"0\" y=\"0\" width=\"24\" height=\"24\"><rect width=\"24\" height=\"24\" fill=\"#D9D9D9\"><\/rect><\/mask><g mask=\"url(#mask-green)\"><path d=\"M5 21.0001C4.45 21.0001 3.97917 20.8043 3.5875 20.4126C3.19583 20.0209 3 19.5501 3 19.0001V5.0001C3 4.4501 3.19583 3.97926 3.5875 3.5876C3.97917 3.19593 4.45 3.0001 5 3.0001H13.925L11.925 5.0001H5V19.0001H19V12.0501L21 10.0501V19.0001C21 19.5501 20.8042 20.0209 20.4125 20.4126C20.0208 20.8043 19.55 21.0001 19 21.0001H5ZM9 15.0001V10.7501L18.175 1.5751C18.375 1.3751 18.6 1.2251 18.85 1.1251C19.1 1.0251 19.35 0.975098 19.6 0.975098C19.8667 0.975098 20.1208 1.0251 20.3625 1.1251C20.6042 1.2251 20.825 1.3751 21.025 1.5751L22.425 3.0001C22.6083 3.2001 22.75 3.42093 22.85 3.6626C22.95 3.90426 23 4.1501 23 4.4001C23 4.6501 22.9542 4.89593 22.8625 5.1376C22.7708 5.37926 22.625 5.6001 22.425 5.8001L13.25 15.0001H9ZM11 13.0001H12.4L18.2 7.2001L17.5 6.5001L16.775 5.8001L11 11.5751V13.0001Z\" fill=\"#4CAF50\"><\/path><\/g><\/svg><span class=\"box-label\">Note<\/span><\/div><div class=\"box-content\">\n<p>Currency is related to the client, not entry, so if the currency is changed on a client level, all entries assigned to those client\u2019s projects will get a new currency.&nbsp;<\/p>\n\n\n\n<p>Also, if a project or a client related to that project is deleted, all time entries related to that project get the default currency.<\/p>\n<\/div><\/div>\n\n\n\n<h4 class=\"wp-block-heading\">Expenses<\/h4>\n\n\n\n<p class=\"translation-block\">In case currency is assigned to client, the <strong>default currency<\/strong> is still used when:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>adding a new expense category that has a unit price<\/li>\n\n\n\n<li>expense&#8217;s project is deleted from the workspace <\/li>\n\n\n\n<li>project\u2019s client is deleted from the workspace<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-custom-highlight-box custom-box color-green\"><div class=\"box-header\"><svg width=\"20\" height=\"20\" viewBox=\"0 0 24 24\" fill=\"none\"><mask id=\"mask-green\" style=\"mask-type:alpha\" maskUnits=\"userSpaceOnUse\" x=\"0\" y=\"0\" width=\"24\" height=\"24\"><rect width=\"24\" height=\"24\" fill=\"#D9D9D9\"><\/rect><\/mask><g mask=\"url(#mask-green)\"><path d=\"M5 21.0001C4.45 21.0001 3.97917 20.8043 3.5875 20.4126C3.19583 20.0209 3 19.5501 3 19.0001V5.0001C3 4.4501 3.19583 3.97926 3.5875 3.5876C3.97917 3.19593 4.45 3.0001 5 3.0001H13.925L11.925 5.0001H5V19.0001H19V12.0501L21 10.0501V19.0001C21 19.5501 20.8042 20.0209 20.4125 20.4126C20.0208 20.8043 19.55 21.0001 19 21.0001H5ZM9 15.0001V10.7501L18.175 1.5751C18.375 1.3751 18.6 1.2251 18.85 1.1251C19.1 1.0251 19.35 0.975098 19.6 0.975098C19.8667 0.975098 20.1208 1.0251 20.3625 1.1251C20.6042 1.2251 20.825 1.3751 21.025 1.5751L22.425 3.0001C22.6083 3.2001 22.75 3.42093 22.85 3.6626C22.95 3.90426 23 4.1501 23 4.4001C23 4.6501 22.9542 4.89593 22.8625 5.1376C22.7708 5.37926 22.625 5.6001 22.425 5.8001L13.25 15.0001H9ZM11 13.0001H12.4L18.2 7.2001L17.5 6.5001L16.775 5.8001L11 11.5751V13.0001Z\" fill=\"#4CAF50\"><\/path><\/g><\/svg><span class=\"box-label\">Note<\/span><\/div><div class=\"box-content\">\n<p>If client currency, or default currency changes, those changes will not impact the already existing records, only the future ones.&nbsp;<\/p>\n<\/div><\/div>\n\n\n\n<h4 class=\"wp-block-heading\">Report<\/h4>\n\n\n\n<p>You can filter out reports by currencies, or find a currency in the search bar at the top of the page.<\/p>\n\n\n\n<p>Different client currencies are displayed in summary report, time and expense reports and exported formats. <\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Project<\/h4>\n\n\n\n<p>The currency displayed in projects is the one related to the client. If there is no client on the project, the default currency is displayed.&nbsp;&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Invoices&nbsp;<\/h4>\n\n\n\n<p>Since all invoices are made for a specific client, the amount is displayed in client currency. If the client\u2019s invoice is updated, the existing invoice is updated to that currency, as well.<\/p>\n\n\n\n<div class=\"wp-block-custom-highlight-box custom-box color-indigo\"><div class=\"box-header\"><svg width=\"20\" height=\"20\" viewBox=\"0 0 24 24\" fill=\"none\"><mask id=\"mask-indigo\" style=\"mask-type:alpha\" maskUnits=\"userSpaceOnUse\" x=\"0\" y=\"0\" width=\"24\" height=\"24\"><rect width=\"24\" height=\"24\" fill=\"#D9D9D9\"><\/rect><\/mask><g mask=\"url(#mask-indigo)\"><path d=\"M12 17C12.2833 17 12.5208 16.9042 12.7125 16.7125C12.9042 16.5208 13 16.2833 13 16C13 15.7167 12.9042 15.4792 12.7125 15.2875C12.5208 15.0958 12.2833 15 12 15C11.7167 15 11.4792 15.0958 11.2875 15.2875C11.0958 15.4792 11 15.7167 11 16C11 16.2833 11.0958 16.5208 11.2875 16.7125C11.4792 16.9042 11.7167 17 12 17ZM11 13H13V7H11V13ZM12 22C10.6167 22 9.31667 21.7375 8.1 21.2125C6.88333 20.6875 5.825 19.975 4.925 19.075C4.025 18.175 3.3125 17.1167 2.7875 15.9C2.2625 14.6833 2 13.3833 2 12C2 10.6167 2.2625 9.31667 2.7875 8.1C3.3125 6.88333 4.025 5.825 4.925 4.925C5.825 4.025 6.88333 3.3125 8.1 2.7875C9.31667 2.2625 10.6167 2 12 2C13.3833 2 14.6833 2.2625 15.9 2.7875C17.1167 3.3125 18.175 4.025 19.075 4.925C19.975 5.825 20.6875 6.88333 21.2125 8.1C21.7375 9.31667 22 10.6167 22 12C22 13.3833 21.7375 14.6833 21.2125 15.9C20.6875 17.1167 19.975 18.175 19.075 19.075C18.175 19.975 17.1167 20.6875 15.9 21.2125C14.6833 21.7375 13.3833 22 12 22ZM12 20C14.2333 20 16.125 19.225 17.675 17.675C19.225 16.125 20 14.2333 20 12C20 9.76667 19.225 7.875 17.675 6.325C16.125 4.775 14.2333 4 12 4C9.76667 4 7.875 4.775 6.325 6.325C4.775 7.875 4 9.76667 4 12C4 14.2333 4.775 16.125 6.325 17.675C7.875 19.225 9.76667 20 12 20Z\" fill=\"#3F51B5\"><\/path><\/g><\/svg><span class=\"box-label\">Info<\/span><\/div><div class=\"box-content\">\n<p>For more information on how to create multiple currencies in a workspace, check out&nbsp;<a href=\"https:\/\/clockify.me\/help\/track-time-and-expenses\/multiple-currencies\">Set up multiple currencies<\/a>.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group related-articles\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h3 class=\"wp-block-heading\">Related articles<\/h3>\n\n\n\n<ul class=\"wp-block-list related-articles-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/track-time-and-expenses\/multiple-currencies\">Set up multiple currencies<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/track-time-and-expenses\/expenses\">Track expenses<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/projects\/creating-projects\">Create projects &amp; clients<\/a><\/li>\n<\/ul>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"In case you\u2019re working on projects for multiple clients that use various curre&#8230;","protected":false},"author":25,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_helpful_status":1,"_searchwp_excluded":"","footnotes":""},"categories":[60],"tags":[],"class_list":["post-19001","post","type-post","status-publish","format-standard","hentry","category-manage-currency"],"acf":[],"featured_image_src":null,"author_info":{"display_name":"tamara radijevac","author_link":"https:\/\/clockify.me\/help\/author\/tamara-radijevac"},"_links":{"self":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts\/19001","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/users\/25"}],"replies":[{"embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/comments?post=19001"}],"version-history":[{"count":13,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts\/19001\/revisions"}],"predecessor-version":[{"id":31279,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts\/19001\/revisions\/31279"}],"wp:attachment":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/media?parent=19001"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/categories?post=19001"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/tags?post=19001"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}