This article will guide you through your Currency configuration. 

When setting up your Donorfy, you will have been asked to set your Home Currency. The Home Currency is the currency that your organisation usually works in. For example. a charity within the United Kingdom would usually bank in GBP. Once set it will show (home) next to the Currency code - i.e GBP (home)

Please note that you can only set your home currency once. If this was set incorrectly, or you do not have a Home Currency set, please contact our Support Team, who will amend your Donorfy System Settings.

Additional Currencies can be added at any time. 

To add new Currencies, open Settings > Configuration > Currencies

• Click on the + button and start to add the details for your new item
  
  
• Within the Description > Currency dropdown box, select from the List of ISO-approved currencies
• Set it to be Active
• 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.

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