Published at: 2026-09-17
Multi-currency and exchange-rate FAQ
This page explains the stable rules for enabling multiple currencies, maintaining exchange rates, and handling historical data. Details about entering specific transactions will be added after the related business processes are confirmed.
Can multiple currencies be disabled after they are enabled? Can the base currency be changed?
Multiple currencies cannot be disabled after they are enabled. The base currency is used for enterprise financial accounting, can be set only once, and cannot be changed after saving. Before enabling the feature, have the finance or business owner confirm the base currency and the historical-data plan.
Does the system provide real-time exchange rates?
No. The enterprise must maintain exchange rates for its active transaction currencies. If external exchange rates are required, design an update mechanism with OpenAPI and specify the data source, update frequency, and failure-handling rules.
Do I need to maintain the initial exchange rate separately after adding a transaction currency?
No. Enter and save the exchange rate between the new currency and the base currency when adding the currency. Later adjustments create new exchange-rate versions.
How is an original-currency amount converted to a base-currency amount?
The basic relationship is: Base-currency amount = Original-currency amount x Exchange rate. The exact values used in reports and statistics still depend on the relevant fields and reporting rules.
Why are currency or base-currency amount fields missing from the business page after multiple currencies are enabled?
After the system creates the related fields, an administrator must add currency, exchange-rate, base-currency amount, and other relevant fields to the target object layout. Check the object layout first, then check the current account’s field permissions.
Does disabling a transaction currency affect historical records?
After a currency is disabled, it cannot be selected for new records. Historical records retain the currency and remain available for viewing. A currency already used by business data cannot be deleted directly. Assess its effect on existing data and processes before making changes.
What happens to existing data when multiple currencies are enabled after the enterprise has started using the system?
Historical data is retained, and the system treats existing amounts as amounts in the enterprise base currency. If special conversion or bulk migration is required, assess, approve, and validate it separately. Do not directly rewrite production data in bulk.
Which currency do parent and child records use?
A child record uses the same currency as its parent, and the currency on the child record is generally read-only. Confirm the parent record’s transaction currency before designing object relationships and layouts.