Apptivo apps allow you to configure multiple currencies. You have to configure Currencies in Business Settings in order to enable multi-currency options for your Estimates.
Steps to Configure Currencies
- Login to your Apptivo account and click on the Business Settings from the user menu.
- Click on the Currencies on the left panel.
- In the Currencies page, enable the Toggle to add the multiple currencies.
- Click on the Create button and select a currency from the dropdown menu.
- Add the conversion rate and enable the status.
- The changes will get updated automatically.
Steps to include Multi-Currency in Estimates App
- Once you have enabled and added the currencies, go to the Estimates app.
- Click on the Create button from the left navigation panel. You can view the Multi-currency field on the creation page.
- Click on Currency drop-down to choose your preferred country currency.
- By default, all actions within the app will use the default currency of your territory. But our multi-currency feature allows you to interact with businesses in other regions by switching certain apps to use their currency.
