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.

Setting Up Currencies

1. Go to Settings > Currency
2. Your base currency is shown at the top (this is your primary reporting currency)
3. Choose a rate strategy:
   • Manual — You set every exchange rate yourself
   • Automatic (daily) — Rates refresh daily from market data
   • Automatic + manual overrides — Daily market rates by default, your manual rates take priority
4. Choose When a rate is missing: block the save, or allow it and flag for review
5. Click Save strategy
6. Under Exchange rates, click Add rate, pick the currency pair, and enter the rate (or click Refresh from market to pull live rates)

Repeat for each currency pair you trade 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 > Currency
2. Click Change base currency
3. Pick the new base currency
4. Confirm by typing the currency code — HARi shows you how many values will be recalculated and a warning that the change cannot be undone

Updating Exchange Rates

If you’re on the manual strategy, update rates periodically:

1. Go to Settings > Currency
2. Find the currency pair under Exchange rates
3. Edit the rate value
4. Save

If you’re on an automatic strategy, click Refresh from market to pull the latest rates immediately.

Existing records keep the exchange rate from when they were saved — 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