How to change base currency?

When you are on the Essential plan or just starting up with Katana then you can change the default currency that will be used when displaying sales prices, manufacturing costs of products and materials, and stock values in Katana.

To change the default currency:

  1. Go to Settings > General

  2. Select currency from the dropdown menu.

On the Essential plan, Katana supports using only one currency. You cannot use other currencies for specific Sales or Purchase Orders.

Katana supports using multiple currencies on our Advanced and above plans. You can try it for free for 14 days! Read more about multi-currency

Why is my base currency locked?

As you start using multi-currency functionality on a higher plan and actually converting your orders or setting up integrations then it's not allowed to change the base currency. This is to keep consistency in Katana throughout history as Katana is not able to do bulk conversions on historical data.

Katana will lock your base currency once at least one of the conditions applies:

  • Connecting to an e-commerce store (eg. Shopify or WooCommerce) that has a different store currency than Katana base currency.

  • Connecting your Katana to an accounting platform (eg. Xero, QuickBooks).

  • You have created at least one Sales or Purchase order in foreign currency.

  • You have added at least one customer or a supplier who has a different default currency than Katana base currency.

If you still need to change your base currency then you either need to resolve the conditions mentioned above or if you are just testing out and ready to start using Katana then you can clear all data from Katana.

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