Settings

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

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34 articles in this collection
Written by Dayvid Lorbiecke
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
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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
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Setting supplier default currency

You can assign a default currency to each supplier in Katana
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Written by Dayvid Lorbiecke
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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
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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
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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
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Fixing the currency rate on Sales Order

When you need to fix the currency rate in certain situations
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Written by Dayvid Lorbiecke
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Fixing the currency rate on a Purchase Order

Stop a currency rate from fluctuating, if needed
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Written by Dayvid Lorbiecke
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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