One of my clients has switched to a different main currency. What should I do?
Posted by Vitaliy Hutyk (AIT) on 10 October 2017 03:12 PM
The best course of action would be to create a new record for that client, with the new currency. Any ongoing jobs for that client can be cancelled and re-entered on the new record with their totals recalculated accordingly.
The best way to do this is as follows:
Simply changing the currency on the existing record is inadvisable, since it will also change the currency of all past jobs for that client, while keeping their totals the same (with no conversion).