Overview
Your “default currency” is the base against which all other exchange rates are calculated. Choosing the right default helps ensure accurate conversions and reporting.
Steps
Go to Settings > Currency Settings
In the currency list, locate the row labeled Default.
To change it, click Edit on the currency you prefer.
In the edit dialog, check Set as Default.
Click Save.
All exchange rates will automatically recalculate based on your new default.
Tips
Select the currency you use for most of your sales or purchases to reduce rounding discrepancies.
After switching, skim through any open invoices or estimates to confirm prices still look correct.
Troubleshooting & FAQs
Q: The “Set as Default” checkbox is grayed out.
Only standard (non-cryptocurrency) currencies can serve as your default.
Q: Exchange rates seem off after I change the default.
Open each currency’s Edit form and click Fetch latest exchange rate to pull in up-to-date values.