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


PlanMill Multi-currency is an add-on that can be ordered via

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.
Still have questions? We're happy to help Contact Us