Skip to main content

How Do I Use Multiple Currencies In Tribe CRM?

Using multiple currencies in Tribe allows you to work with international customers in their local currency while keeping your administration consistent. This feature is useful when you send quotations or invoices across borders and want prices to be calculated automatically using exchange rates. You might use multiple currencies when expanding into new markets or working with foreign customers. By following this guide, you will learn how to activate currencies, apply them to products and activities, and understand where multi-currency is supported.

Table of Contents

  • What Does This Feature Do?

  • Why Or When Should You Use It?

  • Step By Step Instructions

    • How To Activate Multiple Currencies And Set Exchange Rates

    • How To Enter Currency Prices For Products

    • How To Use The Correct Currency In An Activity

  • How To Use Currencies With Price Lists

  • Which Processes Support Multiple Currencies?

What Does This Feature Do?

The multi-currency feature allows you to use more than one currency in Tribe. You can activate additional currencies, set exchange rates, and apply them to products, quotations, and invoices. Tribe automatically calculates prices using the correct exchange rate while keeping reporting and widgets consistent by using a base currency. This ensures accuracy without manual calculations.

Why Or When Should You Use It?

You should use multiple currencies if you work with customers in different countries or regions. It allows you to present quotations and invoices in a familiar currency for your customers. At the same time, Tribe keeps internal reporting aligned through the base currency. This supports clear communication and reliable financial insight.

Step By Step Instructions

How To Activate Multiple Currencies And Set Exchange Rates

  1. Navigate to Configuration.

  2. Select Settings.

  3. Activate the Use multiple currencies slider.

  4. Select the Base currency. Widgets and reports are calculated using this currency.

  5. Click Add and select the desired currency.

  6. Enter the Exchange rate from the base currency to the selected currency.

  7. Activate the currency using the Slider.

  8. Click Save.

Note: Activating multiple currencies is not always possible when financial links are active. In the section “Which Processes Support Multiple Currencies?”, you can find the list of connectors that support multiple currencies.


For other Financial Integrations, multiple currencies cannot be used. When such a financial link is enabled, currency settings are unavailable. When currencies are active, financial links are hidden.

The system refreshes automatically and the changes apply immediately. Repeat these steps for each currency you want to use. Exchange rates can be updated at any time by editing the currency and saving the changes.

How To Enter Currency Prices For Products

Products use the base currency by default. You can add additional selling prices per currency when needed.

  1. Navigate to Configuration.

  2. Select Products.

  3. Open an existing product or create a new one.

  4. Enter the Purchase price and Sales price in the base currency.

  5. Click the + button in the price section.

  6. Select the currency you want to add.

  7. Review the automatically calculated price based on the exchange rate.

  8. Adjust the price if needed.

Changes are saved automatically. Repeat these steps for other products as required.

Note: Importing currency prices is not currently supported.

To keep an overview of pricing, use the Product prices view in the configuration. This view shows all products with prices in both the base currency and foreign currencies.

How To Use The Correct Currency In An Activity

Activities that use product management include a currency setting on the Products tab.

  1. Open an activity with product management enabled.

  2. Select the desired Currency before adding product rules.

Once product rules are added, the currency cannot be changed. This prevents multiple currencies being used in a single quotation or invoice. If a mistake is made, remove the product rules to unlock the currency setting again.

Product prices are shown in the selected currency. Purchase prices are always displayed in the base currency. When creating a quotation from a sales opportunity, the currency and symbol are carried over automatically.

What Happens If A Product Has No Price In The Selected Currency?

If a product does not have a price configured in the selected currency, Tribe automatically converts the default price using the exchange rate.


Before the product is added, you can see the original price, the exchange rate, and the converted price, so there are no surprises. Converted prices are displayed with a tinted price field and a conversion icon with a tooltip, making it clear that the price has been calculated from the exchange rate rather than entered manually.

Note: Converted prices are based on the exchange rate set at the time of entry. If the exchange rate is updated later, prices already added to an activity are not recalculated automatically.

Widgets and views use the base currency by default. When another currency is used in a record, that currency is also displayed. Additional currency-related fields become available for use in views and widgets.

How To Use Currencies With Price Lists

If you use price lists across different countries, create a separate price list for each currency.

  1. Create a new Price list.

  2. Select the correct Currency for the price list.

The currency can be changed after saving, as long as no products have been added. Once products are linked, the currency is fixed.

Did you know? Price lists must match the currency of the activity to apply correctly.

Which Processes Support Multiple Currencies?

Multiple currencies are supported in the following processes:

  • Sales opportunity

  • Sales order

  • Quote

  • Invoice

  • Subscription

  • Work order

Some processes have limitations;

  • Financial Links - The following connectors support multiple currencies.

    For other Financial Integrations, multiple currencies cannot be used. When such a financial link is enabled, currency settings are unavailable. When currencies are active, financial links are hidden.

    • Microsoft Business Central

    • Microsoft Business Central Accounting

    • Integrations via Chift

    • Economic

    • E-Invoicing

    • Fortnox

    • Mollie

    • Odoo

    • Pennylane

    • PowerOffice

    • Qonto

    • Sage100FR

    • SageBOB50

    • Tripletex

    • Uniconta

    • Winbooks

  • Projects And Time Recording - Invoices within projects support multiple currencies. Project statistics always display amounts in the base currency. Time registration is calculated using the base currency, even if linked to a multi-currency product.

  • Imports And Automations - Importing products with multiple currencies and automating currency-based price updates are not currently supported.

Troubleshooting

The currency settings are greyed out or unavailable.

This happens when a financial link is active. Currency settings and financial links cannot be used at the same time. If you need to use multiple currencies, deactivate the financial link first. If you need the financial link, refer to the "Which Processes Support Multiple Currencies?" section to check whether your connector supports multi-currency. If it does, the currency settings will remain accessible.
​

I can not add another currency in the settings

If a currency has been added to the setting and saved, it might happen that the the +Add button is not clickable to add another currency. A simple page refresh will do the trick.
​

The currency field in an activity cannot be changed.

Once product rules have been added to an activity, the currency is locked. Remove all product rules from the Products tab to unlock the currency field, then select the correct currency and re-add the product rules.
​

A product price is shown with a tinted field and a conversion icon.

This means the product does not have a price configured for the selected currency. Tribe has automatically calculated a price using the exchange rate. If you want a fixed price instead, add the currency price directly to the product in Configuration > Products.
​

The converted price in an activity no longer matches the current exchange rate.

Converted prices are calculated using the exchange rate active at the time of entry. Updating the exchange rate afterwards does not recalculate prices already added to an activity. Remove the product rule and re-add it to apply the updated rate.
​

A price list is not applying to an activity.

Price lists only apply when their currency matches the currency selected in the activity. Check the currency set on the price list in Configuration and ensure it matches the activity currency.
​

Widgets or reports are showing amounts in the wrong currency.

Widgets and reports always use the base currency. This is by design. If you need to see a record in a different currency, open the record directly. The currency used in that record is displayed alongside the base currency.
​

Currency prices cannot be imported.

Importing product prices in multiple currencies is not currently supported. Currency prices must be added manually through Configuration > Products.

Quick Summary

Multiple currencies in Tribe allow you to work with international customers using their local currency. You can activate currencies, set exchange rates, and apply them to products and activities. While quotations and invoices support multiple currencies, reporting and calculations remain consistent through the base currency.

Did this answer your question?