Once your firm has activated BigTime’s multi-currency for billing and invoicing feature, you’ll be able to set default currencies for each of your projects. If you want to get a high-level view of all the currencies your firm does business in, you can add a CURRENCY column to your Project List. This column will display the default currencies for each of your projects.
Here are the steps you’ll need to follow to add project currencies to your Project List grid:
1. First, navigate to your Project List (MY COMPANY…PROJECT LIST). Once there, click on the GEAR ICON in the top right corner of your window.
2. A picklist will generate where you can pick and choose which columns to add to your Project List. Scroll to the section labeled GENERAL INFORMATION and check the box next to CURRENCY.
3. To save your selection, click the blue APPLY button at the bottom of the picklist.
The CURRENCY column will now appear in your Project List grid.