Currency
The Currency settings allow you to configure the base currency for your organization. This setting is critical for multi-currency operations and reporting.
Organization Base Currency
The base currency is used as the reference currency for:
Cross-currency comparisons — When analyzing quotes and purchase orders in different currencies
Aggregated reporting — When totaling or summarizing financial data across multiple currencies
Currency normalization — When converting values for dashboards and analytics
Changing the Base Currency
Silkline Admin Only: Only users with Silkline Admin permissions can modify the base currency setting. Contact a Silkline administrator if you need to change this setting.
To change your organization's base currency:
Navigate to Organization Settings → Currency
Select your preferred currency from the dropdown
The change takes effect immediately and applies to all future currency calculations
Best Practice: Choose the currency that represents the majority of your organization's transactions or aligns with your primary operating region.
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