website logo
Navigate through spaces
ChartHop documentation
⌘K
ChartHop Help Center
Getting around in ChartHop
ChartHop for Employees
Implementing ChartHop
ChartHop for Administrators
Carrot reference
ChartHop for Developers
Partners
Release notes
Resources
Docs powered by archbee 
website logo

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).

The following currency default options can be applied (in any order):

  • the job's defined currency
  • the currency used in a person's home address country
  • the currency used in the job location country

If any of these currency defaults are unavailable, you can also specify a currency to apply.

Smart currency defaults


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. Enable the currency default options you want to apply. You can choose from the following:
    • Job currency
    • Person home address country
    • Job location country
  5. Using the move icon (⋮⋮), select and drag the currency default options into the order you want them to apply. 
    • The currency default option in the 1st position is applied first.
    • When that currency default option is not available, ChartHop applies the currency default option in the 2nd position, then the 3rd (when enabled). 
    • If you only enable one currency default option, that option automatically moves to the 1st position when you save your changes.
  6. From the dropdown list, select a currency to apply when all currency default options 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.

Packages: Basic | Standard | Premium





Updated 16 May 2023
Did this page help you?
Yes
No
PREVIOUS
View past currency rates
NEXT
Apply a cost multiplier
Docs powered by archbee