Configure Multi-Currency
Enable Multi-Currencies
Contact a System Administrator to enable the Multi-Currency Feature by following this link:
Enable Salesforce Multi-Currency Feature
After enabling Salesforce’s Multi-Currency feature, ensure the currencies you activate in Salesforce are also defined with the same Currency Code in GoldFinch.
Active Currencies in Salesforce | Currencies in GoldFinch |
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Default Currency
On the Company Setup page, set the default currency as your company’s base currency.
On each Account page, define the default currency for each customer and vendor.
Set up the Account Exchange Gain/Loss on the Company Setup page.
When posting Customer Receipts and Vendor Payments, if the Currency Factors differ between receipts/payments and invoices/credit memos, Exchange Rate Gain/Loss will automatically be recorded in Customer Detailed Entries, Vendor Detailed Entries, and GL Entries.
Exchange Rate Gain/Loss
Set up the Account Exchange Gain/Loss on the Company Setup.
When posting Customer Receipts and Vendor Payments, if the Currency Factors differ between receipts/payments and invoices/credit memos, Exchange Rate Gain/Loss will automatically be recorded in Customer Detailed Entries, Vendor Detailed Entries, and GL Entries.