Settings

Learn about the Settings menu, Locations, multicurrency, and managing your team/subscription

Dayvid Lorbiecke avatar Mart-Mattis Niinepuu avatar
37 articles in this collection
Written by Dayvid Lorbiecke and Mart-Mattis Niinepuu
Multicurrency

Multicurrency overview

This article gives you an overview of the multi-currency feature in Katana.
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Written by Dayvid Lorbiecke
Updated over a week ago

Source of your currency rates

Katana uses Open Exchange Rates to update currency rates
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Written by Dayvid Lorbiecke
Updated over a week ago

Setting customer default currency

You can assign a default currency for your customers when creating Sales orders in Katana
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Written by Dayvid Lorbiecke
Updated over a week ago

Setting supplier default currency

You can assign a default currency to each supplier in Katana
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Written by Dayvid Lorbiecke
Updated over a week ago

Setting default purchase price in foreign supplier currencies

Set the default purchase prices in your supplier's currency
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Written by Dayvid Lorbiecke
Updated over a week ago

Selling in multiple currencies

Sell in multiple currencies and automatically convert your sales prices to foreign currencies
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Written by Dayvid Lorbiecke
Updated over a week ago

Buying in multiple currencies

Keep your purchase prices in foreign currencies and automatically convert them to your base currency
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Written by Dayvid Lorbiecke
Updated over a week ago

Fixing the currency rate on Sales orders

When you need to fix the currency rate in certain situations
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Written by Dayvid Lorbiecke
Updated over a week ago

Fixing the currency rate on a Purchase order

Stop a currency rate from fluctuating
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Written by Dayvid Lorbiecke
Updated over a week ago

Editing currency rate and date on Sales or Purchase orders

This article shows an example based on a Sales order - a similar flow of actions applies also for Purchase orders.
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Written by Dayvid Lorbiecke
Updated over a week ago