Set smart currency defaults

You can configure a currency to apply by default in situations where monetary values don’t have a specified currency (for example, when you import a monetary value into ChartHop and the currency is not included).

ChartHop gives you the option to default to the currency used in a person’s home address country or in the job location country. If either of these locations are unavailable, you can select a specific currency to apply.

To set a smart currency default:

1. From the left sidebar, select the Settings menu (gear icon) and select Org settings.
2. Select the Currencies & costs tab.
3. Navigate to the Smart currency defaults section.
4. Using the toggles, enable the locations you want to use to determine the currency that is applied. 
   • You have the option to enable currency for home address country and/or job location country.
   • Both options are disabled by default.
5. Using the move icon (⋮⋮), select and drag the locations into the order you want their currencies to apply. 
   • The currency for the location in the 1st position is applied first. When that currency is not available, ChartHop applies the currency for the location in the 2nd position. 
   • If you only enable one location, that location automatically moves to the 1st position when you save your changes.
6. From the dropdown list, select a currency to apply when all location currencies are unavailable.
   • The currencies available in the dropdown are the currencies that are defined for your organization in the Currencies section of the Currencies & costs tab. Learn more.
   • By default, your organization’s default currency is selected.
7. Select Save to save and apply your changes.