Configure Multi-Currency Overview – GoldFinch Clientcare

Applies toConfigure Multi Currency

AudienceAll users

Last updatedOctober 02, 2025

In this article

Enable Multi-Currencies
Default Currency
Exchange Rate Gain/Loss

Enable Multi-Currencies

Contact a System Administrator to enable the Multi-Currency Feature by following this link:

Enable Salesforce Multi-Currency Feature

After enabling Salesforce’s Multi-Currency feature, ensure the currencies you activate in Salesforce are also defined with the same Currency Code in GoldFinch.

Active Currencies in Salesforce	Currencies in GoldFinch

Default Currency

On the Company Setup page, set the default currency as your company’s base currency.
On each Account page, define the default currency for each customer and vendor.

Exchange Rate Gain/Loss

Set up the Account Exchange Gain/Loss on the Company Setup.

When posting Customer Receipts and Vendor Payments, if the Currency Factors differ between receipts/payments and invoices/credit memos, Exchange Rate Gain/Loss will automatically be recorded in Customer Detailed Entries, Vendor Detailed Entries, and GL Entries.

Article Configure-Multi-Currency-Overview · Last updated October 02, 2025 · GoldFinch ERP Help Center