Currency & exchange rates — Tips

• Leave the multi-currency switch off unless you genuinely hold several currencies. It is the one thing that decides whether anyone in the workspace is ever asked about currency. • The currency picker on a field's row only appears for Currency fields. A Number field is just a number — if it is money, change its type first. • Enter a new rate whenever one moves rather than editing the old one. Records created earlier keep converting at the rate that applied when they were created. • A report or tile that adds money up shows the currency it converted into. The rows below it keep their own, so you can always see what was actually recorded.