How to Set Up Multi-Currency

How to Set Up Multi-Currency

If your business deals in multiple currencies, HARi CRM lets you track deals, invoices, and financial data in the currency that matches each transaction — while still showing totals in your base currency for reporting.

Enabling Multi-Currency

1. Go to Settings > Currencies
2. Your base currency is shown at the top (this is your primary reporting currency)
3. Click Add Currency
4. Select the currency from the list (e.g., USD, EUR, GBP, CNY, JPY)
5. Enter the exchange rate relative to your base currency
6. Click Save

Repeat for each currency you do business in.

Setting the Base Currency

Your base currency is the one used for:

• Dashboard totals and charts
• Pipeline value summaries
• Financial reports
• Default currency on new records

To change the base currency (admin only):

1. Go to Settings > Currencies
2. Click Change Base Currency
3. Select the new base currency
4. Confirm — all exchange rates will recalculate relative to the new base

Updating Exchange Rates

Exchange rates need to be updated periodically to keep conversions accurate:

1. Go to Settings > Currencies
2. Find the currency you want to update
3. Enter the new exchange rate
4. Click Save

Existing records keep the exchange rate from when they were created. Only new records use the updated rate.

Using Multi-Currency in Records

Deals (Opportunities)

1. Open or create a deal
2. Select the Currency field
3. Choose the transaction currency (e.g., USD)
4. Enter the Value in that currency
5. The system automatically calculates and stores the base currency equivalent for reporting

Invoices

1. Create a new invoice
2. Select the customer’s preferred currency
3. Line items are priced in the selected currency
4. The invoice total and PDF reflect the chosen currency

Reporting in Base Currency

All dashboard charts and pipeline summaries convert foreign currency values to your base currency using the exchange rate at the time each record was created. This gives you a unified view of revenue across all currencies.

Tips

• Update rates monthly — For most SMEs, monthly rate updates are sufficient
• Use the transaction currency — Always record deals in the currency the customer pays in. Let the system handle conversion.
• Check rates before big reports — Ensure exchange rates are current before quarterly reviews

Next Steps

• Create and Send an Invoice
• Add a Chart to Your Dashboard
• Manage Deals