Custom Currency
Currency Management Where You Set The Rules
Set, lock, and track currency rates with ease in monday.com, tailored to your unique financial needs.
Introducing Your Custom Currency Management Tool
Custom Currency is a powerful add-on for monday.com that enables you to manage and customize currency rates for precise financial tracking. Perfect for businesses operating in multiple currencies, Custom Currency lets you set exchange rates manually or average rates over selected time intervals, providing flexibility and accuracy in your financial reporting.
Optimize Financial Tracking with Customizable Currency Settings
Customizable Currency Updates
Choose how frequently your currency rates are updated, with options to set averages over the last week, month, or year, or make manual updates as needed.
Rate Locking for Key Moments
Lock in specific currency rates at critical moments, such as deal closures, ensuring consistency in financial reporting.
Multi-Currency Tracking for Clients
Easily apply different currencies for different clients or projects, allowing precise tracking across international accounts.
Efficient Financial Management
Reduce manual work and improve financial accuracy with streamlined, customizable currency management within monday.com.
How Does it Work?
Custom Currency adapts to your specific financial needs, allowing you to customize exchange rates across various clients and projects within monday.com. Here’s how it streamlines your currency management process:
Set Up Your Preferences
Easily configure your currency settings in monday.com. Choose to update rates manually or set up average rates over weekly, monthly, or yearly intervals.
Lock In Rates When Needed
At key moments, such as when closing a deal, lock in exchange rates to maintain consistency and accuracy in financial reporting.
Apply Across Clients and Projects
Manage different currencies for various clients effortlessly. Custom Currency automatically applies the designated rates, giving you clear and accurate financial tracking.
More Add-ons to explore!
Here are some additional features that can easily be applied to your CRM. Designed to fill those needs you’ve always wished your CRM could fill.
Security and privacy
monday.com is dedicated to protecting all customers’ data. They follow the strictest security measures on the market in order to make sure that your data is secure and protected. Their global privacy program is based on the most comprehensive and advanced data protection legislation, including the EU General Data Protection Regulation (GDPR).
Enhance Your CRM with Custom Currency
Optimize your CRM with precise currency management. By integrating Custom Currency with your CRM system, you ensure accurate and consistent financial data across all client interactions.
Get started with the Custom Currency
Ready to take control of your currency management? Get started with Custom Currency today and bring precision to your financial tracking.
