Defining a Client Currency

The default currency for a client (Client Currency) will be set to the Office Home currency of the selected office during client setup.

However, you can change this setting if you need to invoice the client in a different currency than the Office Home currency.

To change the Client Currency, follow these steps:

1. Navigate to Master Files > Clients
2. On the Search Clients Page, select the Client Code Hyperlink
3. On the Client page located the Default Currency option and use the drop down menu to select the desired currency
4. Click on the Save

This update ensures that all estimates and invoices for the client will be generated in the selected Client Currency unless a different currency is specified during the creation of a transaction. Similarly, any billable rates established for this client will default to the Client Currency unless overridden during a transaction.