How to manage multi-currencies – PlanMill Help – PlanMill is a SaaS and On-premise ERP for professional service business. This site is for users, administrators and partners

How to manage multi-currencies

Overview

PlanMill Multi-currency is an add-on that can be ordered via sales@planmill.com.

How it works

  • Multiple-currencies: You can use more than one currency for invoicing, costs and sales.
  • Base currency: Euro is a default base currency for all organizations in your PlanMill.
  • Set currency preferences to accounts: Add a default foreign currency to a specific account. Then all your invoices, bills, quotes and sales rders for that account will default to that currency.
  • Automatic currency conversions: All reports and list views use this base currency to convert to user currency.
  • Use flexible currency reporting: Just choose which currency you want reports in, and your reports will automatically be revalued using the latest currency conversions and exchange rates.
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