1. Overview

• When an enterprise enables multi-currency functionality, the system will automatically add corresponding fields to all preset objects. For custom objects, users need to manually add custom fields.
• BI preset resources (including Dashboards, templates, homepages, and metrics) are by default based on Original Currency analysis. An additional set of preset resources based on Base Currency will be added.
• Base Currency: The national currency used for financial accounting. It can only be set once and cannot be modified afterward.
• Original Currency: The transaction currency used in international business operations.

Multi-Currency in BI Applications

• After enabling multi-currency, when creating Reports for preset objects, amount-type fields will include an additional calculated field for Base Currency. Users can choose whether to analyze data using Original Currency or Base Currency based on their reporting needs.
• For custom objects, users must add calculated fields to define the Base Currency value, where Base Currency = Original Currency × Exchange Rate.

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• When “Currency” is used as a data filter condition, the default value is the user’s default currency. The selectable range includes all currencies marked as “Enabled” in the currency management list.

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