Create new currency
To add new currency go to Setup -> Finance -> Currencies and click New Currency.
- Currency Code – Add currency code, make sure you add the valid currency ISO code. The ISO Code will be used when sending the currency code to online payment gateways.
- Currency Symbol – Add currency symbol
- Click Save
If this is your base currency you will need to mark it as base by clicking on the Star icon.
GOJO CXM by default records all transactions (invoices, estimates, expenses, and proposals) in the base currency.
| Changing the base or customer currency after you record transactions is not possible. |
Record transactions other then base currency
There is only 1 exception where changing the currency is possible when creating new proposal and the proposal is related to lead.
| If you need to record the transaction in a different currency, you need to set the customer currency. |
Navigate to Customers-> Click on the customer and set currency in the customer profile.
Note that if the customer have already recorded transactions you won't be able to change the currency. You need to delete all previous transactions to change the currency, once the transaction is recorded ability to change the customer currency will be disabled.
Try creating new eq. invoice and select the customer the currency will be auto changed based on the currency you set for this customer.
For all future transactions for this customer the customer currency will be auto selected.