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Changing Currency in Expense: A Quick Guide

If your organization uses a currency other than the default currency configured in Expense, you can easily update the system settings to match your company's reporting requirements. Once configured, Expense will automatically convert and process transactions using the selected currency, helping ensure consistent bookkeeping and financial reporting. This feature is especially useful for companies operating internationally or managing expenses in a different accounting currency.

 Change the Company Currency

Access Currency Settings

To update your company's currency settings:

  1. Navigate to:

Administrate > Settings > Other

  1. Locate the currency settings section

✅ You can now configure the currency used by your Expense environment.


Select the Desired Currency

  1. Choose the appropriate currency from the available list
  2. Save your changes

Examples may include:

  • SEK (Swedish Krona)
  • EUR (Euro)
  • GBP (British Pound)
  • USD (US Dollar)

✅ Expense will use the selected currency for future processing and reporting.


How Currency Management Works

Automatic Currency Conversion

Once a company currency has been configured:

  • 💱 Transactions entered in other currencies can be converted automatically
  • 📊 Reports are presented using the company's selected currency
  • ✅ Financial data remains consistent across expense reports and exports

This simplifies accounting and reduces manual conversion work.


Support for International Transactions

Organizations with employees who travel or make purchases abroad can benefit from:

  • 🌍 Multi-currency expense handling
  • ✈️ International travel expense reporting
  • 💳 Foreign currency corporate card transactions
  • 📊 Consistent accounting exports

✅ Expense helps standardize reporting regardless of the purchase currency.


Benefits of Using the Correct Currency

Accurate Financial Reporting

Ensure expenses are reported using your organization's accounting currency.

Simplified Bookkeeping

Reduce manual currency conversion and reconciliation work.

Better Visibility

View expenses and reports in a consistent format.

Support for International Businesses

Handle foreign purchases while maintaining standardized reporting.


💡 Best Practice Tips

Configure Currency Before Going Live

Set the correct company currency during implementation whenever possible.

Coordinate with Your Finance Team

Ensure the selected currency matches your accounting and reporting requirements.

Review Export Settings

Verify that accounting and payroll exports are aligned with your chosen currency.

Test Reporting

Run sample reports after changing the currency to confirm everything appears as expected.


Frequently Asked Questions (FAQ)

Where do I change the company currency?

Navigate to:

Administrate > Settings > Other

Will future transactions use the selected currency?

Yes. Once the currency is updated, future transactions will follow the configured currency settings.

Can Expense handle foreign currency purchases?

Yes. Expense supports purchases made in foreign currencies and can convert them according to your configuration.

Why should I set the correct company currency?

Using the correct currency ensures accurate accounting, reporting, and exports.

Is this useful for international companies?

Yes. Organizations operating across multiple countries often use this feature to standardize financial reporting.


Summary

  • 💱 Change your company currency via Administrate > Settings > Other
  • ✅ Ensure accounting and reporting use the correct currency
  • 🌍 Support international and foreign currency transactions
  • 📊 Improve reporting consistency and bookkeeping accuracy
  • ⚙️ Align Expense with your organization's financial requirements
  • 🚀 Simplify multi-currency expense management with Expense