Organization currency settings
The organization currency is the base currency your workspace uses for money figures. You set it once in Settings, and the page also shows live exchange rates for reference.
At a glance
| What it is | One base currency for the organization |
| Where to find it | Avatar > Settings > Financial & Billing > Currency |
| Who can use it | Owners and Admins change it; others see a note that only owners and admins can |
| Plan | Visible on all plans in the menu |
How do I set the base currency?
- Open Organization Currency.
- Choose a currency in the base currency selector.
- Click Save.
You see “Organization base currency set to” followed by your choice. If saving fails you get “Failed to save currency setting”.
What are the live exchange rates?
The panel reads “Live Exchange Rates - 1 [currency] =” and lists rates against your base currency. Use the refresh button to reload them. They are for reference only on this page.
How does it relate to rate cards?
Each rate card also has its own Currency. Set the organization currency here, and choose a rate card currency when you build each card.
Best practices
- Set the base currency before you create rate cards, because new rate cards start from a default currency and it is easier to align them first.
- Let one Owner or Admin make the change, since it affects how everyone reads money figures.