Module Multi-currency

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Multi-currency
Numero/ID of module	40000
User doc. of module	This page
Developer doc. of module	{{{devdoc}}}

Introduction

This native module add the support for multi-currency in Dolibarr ERP CRM. It allows you to manage a list of currencies with rates and to use them to produce your documents (quotes, orders, invoices) in foreign currencies.

Installation

This module is included with the Dolibarr distribution, so there is no need to install it.

Configuration

To use this module, you must first enable it using an administrator account, via the menu option "Home - Setup - Modules".

Choose the tab where the module is listed. Then click on "Activate".

The module is now activated.

If a cog icon appears on module thumb or at end of the line of the module, click on it to access the setup page specific to the module.

Once in the setup page, enable all the different currencies you need with their rate compared to your main currency (the currency used for the accountancy of your company).

Usage

Once the module is activated and currencies to use selected, you can select a different currency on each proposal, sales or purchase order, customer or purchase invoices. The known rate of the foreign currency will be automatically used and amounts on the documents will be shown in the both currencies (your main currency and the foreign currency).

You are still able to set a different rate for each document. Also, when registering payments on invoices, you will be able to enter the amount into the foreign or the main currency.

Automatic update of rates

With v19, you can enable a crontask to update automatically the currency rates using CurrencyLayer APIs. If you don't see the scheduled task available into list of scheduled task,try to disable and reenable the module Multi-Currency.