- Go to Settings and click Currency Conversions from the right sidebar.
- Check the boxes to select which Supported Currencies you’d like to use throughout Pulse.
- Use the drop-down menu to choose the default currency for Cash on Hand.
- Decide whether to toggle “Let Read-only users change this when viewing Cash on Hand”, then save your preferences.
- If checked, this locks the currency list for your Read-only users. If unchecked, any Read-only user will be able to change to one of the other Supported Currencies in the Cash Flow and Reports views.
- If you choose to allow this, it will affect what all users will see when they log in to Pulse. Ex., If a user switches to CAD and forgets to switch back to USD, all users will see CAD next time they log in.
- Now set the default currency for each financial account by going to Settings > Financial Account. By default, they’re set to USD, but you can choose a different currency by using the drop-down menu under the Currency column.
- Choosing “None” will treat your data as numbers – not currency. This is the way that Pulse worked before adding currency choices.
First, you need to decide which default currencies you’d like to use.
- Now you can view your cash flow in whatever currency you like. Go to Cash Flow (in the menu bar) and select your currency from the drop-down in the top right of the table.
- Note: This will also convert the cash on hand imported from QuickBooks Online. (If you’d like to connect QuickBooks Online to your Pulse account, read here.
- You can also run reports in different currencies. Go to Reports (in the menu bar), look for the drop-down menu in the top-right of the sidebar and select which currency you’d like to use in your report.
- Changing the currency in the drop-down menu will automatically update your report.
If you have any questions about managing currency conversions, we’re here to help. Send us a support request, tweet us or talk to us in the app using the speech bubble in the lower right-hand corner.