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.
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To set a smart currency default:
From the left sidebar, select Admin.
From the sub-menu, select Financial.
Navigate to the Smart currency defaults section.
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.
Enable the currency default options you want to apply. You can choose from the following:
Job currency
Person home address country
Job location country
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.
Select Save to save and apply your changes.
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Updated 19 Jan 2024

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