Multi-Currency in TimeFlow

Before you start

You need accounting or company account permission depending on what you're changing.

Finding this in the UI

• Your company base currency is set at Header → profile menu → Company Account, then the Currency tab (one of the tabs alongside Company, Banking, Branches, Tax Configs, Members, Timezone, and Business Account).
• Currency is then chosen per-document on Invoices, Quotations, Purchase Orders, Purchase Invoices, and Credit Notes when you create or edit one (all reached from Left sidebar → Accounts Manager).

How it works

• The Currency tab shows your Current Company Currency (e.g. ZAR) as a read-only card, plus an Update Company Currency dropdown to change it.

• Base currency is what your reports, dashboards, trial balance, financial statements, and aging totals are always shown in — so figures from different documents can be safely added together.
• Document currency is whatever's printed on one specific invoice, quotation, PO, purchase invoice, or credit note — line totals, PDFs, and receipts use that document's own symbol (e.g. $ on a USD invoice) even if your company base is ZAR. The invoice list itself has a Currency column so you can see each document's currency at a glance.
• On a document's create/edit form, the Currency field defaults to your base currency and shows a "Base currency: ZAR" hint beside it. Pick a different currency and an Exchange Rate* field appears in its place, with a helper line spelling out the conversion (e.g. "1 USD = exchange rate × 1 ZAR") — the rate is the multiplier that converts the document's amounts into your base currency. Payments and deposits against that invoice should use the same document currency.

• Overview, Insights, and financial widgets aggregate everything in base currency (often labelled, e.g. "Total Sales (ZAR)") — foreign documents are converted first, so don't expect to manually add amounts across currencies.
• The Aging Report shows bucket totals in base currency, but each line can also show the original document balance and currency.
• General Ledger journal detail shows currency, FX rate, and base debit/credit for lines posted from a foreign document.
• POS checkout defaults to your base currency; foreign-currency sales go through Accounting invoices instead.

Tips

• Confirm your base currency once, early — it drives every consolidated report in the system.
• CSV/PDF exports show document currency on transactional rows, with cross-document summaries labelled as base currency.