Introduction
This guide explains how to set a different default currency for each business unit in your ProcureDesk account.
Prerequisites
Before you begin, make sure you have the following:
Admin role assigned to you.
Step-by-Step Instructions
Step 1: Access Admin Settings
Log in to your ProcureDesk account.
Click on "Admin" to access administrative settings.
Step 2: Navigate to Configurations
In the admin panel, click on "Configurations."
Choose "Business Unit" under Master Data.
Step 3: Edit Business Unit Details
Click on the edit icon (pen icon) next to the business unit's name for which you want to update the default currency.
Step 4: Set Default Currency
Look for the option labeled "Default Currency."
Click on the dropdown menu and select the desired currency for this business unit.
After selecting the currency, click on "Update Business Unit" to apply the changes.
FAQs and Troubleshooting
Can I set different currencies for multiple business units at once?
No, you must update the default currency for each business unit individually by following the provided steps.
Can a supplier have a different default currency than the default company currency?
Yes, suppliers can have different currency than your company.