Enabling multicurrency support

Multicurrency support different users to use different currencies. For example, a user in the UK can quote in Sterling, a user in Germany can quote in Euro, and a financial controller in the US can run a forecast report in US dollars. Multicurrency support is enabled by default if you install demo data during the Sage CRM installation.

  1. Click <My Profile> | Administration | Data Management | Currency Configuration.
    • To enable multicurrency, ensure Is single currency is set to No.
    • To disable multicurrency, set Is single currency to Yes. The default currency is displayed in read-only format against all currency type fields in Sage CRM.
  2. If you installed demo data and want to check which currency is the default currency, click <My Profile> | Administration | Data Management | Currency Configuration. The default currency is displayed in Base currency.