Currency

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This article will guide you through your Currency configuration. 

 

To add new Currencies, open Settings > Configuration > Currencies

  • Click on the + button and start to add the details for your new item

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  • Replace 'New Item' with the currency code - e.g USD, GBP, EUR
  • Set it to be Active
  • If the currency is to be your default currency then set to Yes - if no default currency is set Donorfy will apply GBP to your transactions and dashboard settings
  • Add any exchange rate information - i.e how many USD to GBP will be your default. This is used for integrations where there is a payout in another currency, for example, Facebook may payout in USD, but your bank is GBP.
    You can use a currency converter, such as https://www.xe.com/currencyconverter/ to obtain your rate information.
  • Once completed, click on Save

 

You can edit these settings at any time by clicking on the currency description.

 

You default currency will also be applied to your dashboard settings.

 

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The Donorfy Academy features a learning course for Financial Settings - enrol here

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