How To Set Up International Currency

This article will run you through the steps required to setup international currency for your BeeCastle instance.

Overview

BeeCastle is used by customers in over 7 countries around the world, many of who use their local country currency. Now, admins can select a local currency from within BeeCastle, so that, all the currencies show in the relevant local currency.

Navigation

Account currency can be found from:

Settings > Account Administration > Account Currency

Selecting Currency

The following screenshots step you through how to select your localized currency.

For example, if you are based in the UK and you wanted to change to Pound Sterling, you can start typing into the select box and the options will appear which you can then select.

You will then receive this confirmation screen...

What You Will See

Now that you have selected "Pound Sterling" (in this example), you will see updated reports and dashboards with this currency symbol.

Below shows the updated data from Analyze Agreement Revenue...

Similarly, on Open Opportunities, you will see updated values with the selected currency symbol.

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