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.



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.