Account Management
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      2. Account Management

      How to Choose or Change the Dashboard Currency

      To ensure your dashboard displays the correct currency for reporting, follow these steps:

      1. Go to Settings

        • Click on the Navigation Bar

        • Find Settings.

      2. Open Organization Settings

        • Under Settings, choose Organization Settings.

      3. Locate the Reporting Section

        • Scroll down until you find the Reporting field.

      4. Change or Choose the Currency

        • Beneath Reporting, you will see the Currency dropdown.

        • Click the dropdown and select your preferred currency.

      5. Save Changes

        • Ensure you save any updates before exiting.

      Your dashboard will now reflect the selected currency.

      Important Notes:

      • No automatic conversion: The dashboard will show amounts in the selected currency, but it does not calculate exchange rates. Ensure your data is already in the correct currency.