KNOWLEDGEBASE

Using Multiple Currencies

MediaOS supports multi-currency functionality, allowing you to define a home currency for your organization while selling to clients in their local currencies. The system automatically handles currency conversions across proposals, contracts, invoices, and payments using exchange rate settings—eliminating the need for manual calculations. While powerful, this feature adds complexity to your accounting and is only recommended when truly necessary.

Configuring Currency as an Administrator #

To enable multi-currency support, click your profile avatar in the bottom-left corner of the screen and navigate to System Settings > Currency. From there, select your organization’s Home Currency from the dropdown list. It’s important to choose this setting carefully, as it should not be changed once it's been set.

After setting the home currency, configure the Exchange Rate for each foreign currency you plan to work with. These rates will be applied automatically throughout the system to calculate equivalent values in your base currency.

Setting Currency at the Account Level #

When creating a proposal, you can assign a specific currency to the account. This should be done at the start of the proposal process, as the currency setting cannot be changed once applied.

Start by creating a new proposal and selecting the account’s currency. As you build the proposal and add products or insertions, look for the Exchange Net field to see how the exchange rate will be displayed on the PDF version of the contract. From your internal view within MediaOS, all rates will appear in your home currency. However, when you preview the proposal PDF, it will display the account’s assigned currency—this is what the client will see.

Invoices and Payments with Multi-Currency #

Invoices in MediaOS work similarly to proposals. Internally, invoice values are shown in your home currency, but the PDF view sent to the client reflects their assigned currency.

If you’ve enabled Direct Payment on invoices, clients can pay immediately upon opening the invoice. When a payment is made this way, it is automatically applied to the invoice, and the system will convert the amount to your home currency in the backend.

For payments processed manually within MediaOS, you'll enter the payment amount in the account’s assigned currency. Once saved, the system will apply the correct exchange rate and display the transaction in your home currency for consistency in reporting.

Note: You can confirm an account’s assigned currency at any time by navigating to the Details tab on the account’s profile page.

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