What this feature is used for
The multi-currency feature allows users to manage different currencies within the organization effectively. Administrators can set a default currency for the entire organization and users can specify a different currency for individual Accounts. This feature ensures that pages accurately reflect the designated currencies, providing a streamlined experience for sellers and buyers dealing with various currencies.What currencies are supported
Minoa supports Euro (EUR), Dollar (USD) and British Pound (GBP) out-of-the-box. Please contact us if you need to access additional currencies.How this feature works
The feature operates by allowing administrators to set an organization-level default currency. If needed, users can define an account-level currency for specific Accounts. Business cases and Opportunities associated with an Account will utilize the account-level currency if specified; otherwise, the system defaults to the organization’s currency. This ensures that transactions are consistently represented in the desired currency.How to use this feature
To utilize the multi-currency feature, start by:- Open the Settings page by clicking on your profile icon (bottom left) and selecting Preferences, then configure the organization currency. Select from the available supported currencies: USD, EUR, or GBP. Note: only administrators can set the organization-level currency.
- For finer granularity, navigate to an Account page to set a specific account-level currency, which will override the organization’s currency for that Account. Choose the preferred currency among the supported options.
- Ta-da! You will now see the correct currency reflected on all business cases and Opportunities associated with the Account.