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What this feature is used for

The multi-currency feature lets your organization present values in the right currency for each deal. Administrators set a default currency for the whole workspace, and anyone editing a business case can override it so the business case, Value Hypothesis, and one-pager display in the currency your buyer expects.

What currencies are supported

Minoa supports Australian Dollar (AUD), Brazilian Real (BRL), Canadian Dollar (CAD), Swiss Franc (CHF), Euro (EUR), British Pound (GBP), Indonesian Rupiah (IDR), Indian Rupee (INR), Japanese Yen (JPY), South Korean Won (KRW), Malaysian Ringgit (MYR), Norwegian Krone (NOK), Philippine Peso (PHP), Singapore Dollar (SGD), Thai Baht (THB), and US Dollar (USD) out-of-the-box. Please contact us if you need to access additional currencies.

How this feature works

There are two levels of currency setting:
  • Organization default — the currency applied to every new business case unless it’s overridden. Only administrators can change it.
  • Business case override — a currency chosen for a specific business case. When set, it takes priority over the organization default for that business case and its associated opportunity.
If a business case has no override, it uses the organization default.

How to use this feature

Set the organization default currency

Only administrators can set the organization-level currency.
  1. Open Settings from your profile menu (bottom left).
  2. Go to the General tab (under Workspace).
  3. In Global Configuration, choose your default currency from the supported options: AUD, BRL, CAD, CHF, EUR, GBP, IDR, INR, JPY, KRW, MYR, NOK, PHP, SGD, THB, or USD.

Override the currency for a single business case

  1. Open the business case.
  2. Change the currency from the Content language & currency controls — available on the business case Context tab and in the business case settings menu.
  3. The business case and everything your buyer sees will update to reflect the selected currency.
For more detail on business case–level language and currency controls, see Business Case Settings.