Availability

Permission Required

Users with the Administrator profile can set up this feature.

Important terms 

Note:

1. Once activated, this feature cannot be deactivated.
   
2. The Administrator can add multiple currencies.
   
3. You cannot mass update the record's currency (i.e. Currency field) for the records.

Updating home currency 

1. Go to Settings > Organization > Currencies tab.
   
2. Click the New Currency button.
   
   
3. Select the required Home Currency from the drop-down list.
   

After updating the home currency, the administrator can add other currencies that company uses for business. Other users will then be able to select these currencies to use them as a record's currency while creating pipeline rec, contacts, companies, and more.

The home currency cannot be changed after you have added the second currency. If you want to change your home currency after adding the second currency, please write to support@bigin.com

Adding a currency 

1. Click the New Currency button to add other currencies used by your organization.
   
2. Specify the details, such as Symbol, Thousand Separator, Decimal Places, and Decimal Separator.
   
3. Click Save.
   

Deactivating a currency 

1. The currency will not be deleted, as you can only deactivate them.
   
2. New records cannot be created using the deactivated currency. However, you may have existing records that use the deactivated currency.
   
3. The deactivated currency will be available under the list of currencies you have added.
   

1. Go to Settings > Organization > Currencies tab.
   
2. Toggle the Status button to inactive state on the currency that the organization no longer uses.
   

Re-activating a currency   

1. Go to Settings > Organization > Currencies tab.
   
2. Toggle the Status button on the currency that you want to activate.

Multiple Currencies in Bigin

Before you start using this feature, the Administrator in your organization's Bigin account needs to add the Home Currency and other currencies. Only then can other profile users can start using the currencies in creating records.

Multi-currency in records

1. Go to the desired module > Create a new record or edit an existing record.
   
2. Select the record's Currency from the drop-down list.
   Only active currencies will be listed in the drop-down field.
   
3. Click Save.
   The currency field will show the value in the specified currency followed by the value in Home Currency in parentheses.
   

Multi-currency in Import   

1. When a record's Currency field is not mapped, then the Home Currency will be set as the currency for that record.
   
2. When a record's Currency field is mapped, but if the currency in the imported file is not available in Bigin, then the Home Currency will be set as the Currency for that record.

Multi-currency in Find and Merge   

Multi-currency in Webform   

You create a web form with the Currency field: The visitor, completing the form, will select the currency and specify the amount and the same will be added in Bigin.

You create a web form with the Currency field but hide the currency field:

For example, you generate a web form with a hidden field, Currency, whose value is specified as EUR. When the form is published and a visitor fills the form, the amount will be considered as EUR and will be added in Bigin.

Note: If the Currency field is not added in the web form, the amount will be considered in Home Currency.