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How do I update my currency settings?
How do I update my currency settings?
Joshua Vance avatar
Written by Joshua Vance
Updated over a week ago

During the onboarding process, your company currency settings were chosen. After onboarding, you can find your currency preferences within Settings and update your company's Reporting Currency and Preferred Currency.

Reporting Currency: The currency your company reports financials in.

Preferred Currency: The currency you prefer to display on Standard Metrics.


Tips:

  1. Your Reporting Currency should be set to the currency that you enter metrics into Standard Metrics.

  2. If your Reporting Currency is different from your Preferred Currency, metrics will be converted and displayed in the Preferred Currency in the Metrics tab after they are entered in the Reporting Currency.

    1. Exchange rates are updated daily.

  3. If you are filling out an Investor Report, be sure to have your Reporting Currency set to the currency you are reporting in.


How to update your currency preferences:

  1. Navigate to the Settings page by clicking Settings on the navigation bar.

  2. Within the General section of Company Settings, scroll down to the Preferences section.

  3. Click on the dropdown menu under Reporting Currency and Preferred Currency to change your preferences.

  4. Click Save.

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