How to enable multi-currency?
Multi-currency on Kiflo will allow your partners to operate in a certain currency, and it allows you to partner with international companies.
In this article
How to enable multi-currency?
You can enable the multi-currency functionality by following the steps outlined below:
- Click the top right-hand corner on your name and go to the Account page
- Go to the Currencies page
- You can enable or disable Multi-currency
Here is the corresponding page:
How does it work?
Multi-currency allows you to assign currencies to partners. This will allow partners to work in a certain currency irrespective of your main currency.
How to assign a currency to a Partner?
For you to assign a specific currency to a partner here is an article that shows you how to do that: How to assign a currency to a partner?
The main account’s currency converts all currency fields into the same currency to easily compare partners, deals, transactions, and much more.
New columns are visible for channel managers to show the amounts in the main currency. Please see the screenshot below of an example from deals: