RockifyERP Knowledge Base
Multi-currency
10 step-by-step RockifyERP guides on multi-currency. Choose a guide to get started.
Guides in this section
- Currencies in RockifyERPRockifyERP can invoice, buy and pay in any currency while keeping your books in your company currency.
- Exchange ratesRockifyERP looks up the exchange rate for each foreign-currency document from the Currency Exchange list, or fetches it automatically.
- Multi-currency accountingIn RockifyERP, foreign-currency invoices and payments post to the ledger in your company currency, while keeping the original amounts for statements.
- Set up multi-currencyPrepare RockifyERP for foreign-currency trading in a few steps.
- Exchange rate revaluationAt month or year end, revalue foreign-currency balances in RockifyERP at the closing rate so your balance sheet is accurate.
- Exchange rate settingsCurrency Exchange Settings decide where RockifyERP fetches live exchange rates from when no rate is entered.
- Foreign exchange gains and lossesWhen a foreign-currency invoice is paid at a different rate than it was raised at, RockifyERP posts the difference as an exchange gain or loss.
- Lock the exchange rate on a documentSometimes you agree a fixed rate with a customer or supplier.
- Invoicing in USD and other currenciesTo invoice a customer in USD or another currency in RockifyERP, set their billing currency first.
- Multi-currency FAQsCommon questions about foreign currency in RockifyERP.
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