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How To Define a Client Currency

The currency for a client (Client Currency) will default to the Office Home currency from the Office selected for the client, in the client setup screen.

Step by Step Guide:


1. Navigate to MASTER FILES > Clients

2. Click on the Client Code hyperlink

3. To change the Client Currency select the Currency from the dropdown menu in the Client Setup Screen in the field Default Currency.

4. Click on Save.

  • This will mean that all Estimates and Invoices created for this client will be in the Client Currency unless overridden at the point of creating a transaction. It will also mean that any Billable Rates created for this Client will be set in the Client Currency unless overridden at the point of creating a transaction.