If you sell in multiple currencies or markets, configure your organization-wide currency and tax settings once and let the software apply them everywhere.
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Master Exchange Rates
Store exchange rates per currency pair (From/Base Currency > To/Counter Currency with a rate value) at Organization > Settings > Currencies. These rates:
- Auto-populate during quote creation
- Trigger a warning if a quote’s rates differ from the master rates
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Currencies with non-2-decimal precision are fully supported (e.g. JPY with 0 decimals, KWD with 3 decimals) — for contracts, exchange rates and packages.
Currency Formatting (Localization)
Admins can configure region-specific currency formatting:
- Indian Standard (3-2-2 grouping), International (3-3) or European Dot (3-3 with dots)
- Optional solidus (
/-) suffix for integer amounts - Rounding display options: 1, 5, 10, 50, 100
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Proforma invoices display currency codes (INR, USD etc.) instead of symbols for international clarity.
Tax Types
Admins can add and update tax types (GST, VAT, TCS etc.) with a name, display name and default percentage. If a tax’s display name is left blank, it is hidden from customer-facing shares. The configured tax types appear as a dropdown during invoice creation and quote taxation.
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Bank Accounts and Currency
Each bank account is associated with a currency (plus IBAN/SWIFT codes for international accounts). When logging payments, the system auto-determines whether exchange rates are needed based on the currency match.
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