> For the complete documentation index, see [llms.txt](https://docs.greytrix.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.greytrix.com/gumu-sage-crm-integration/sage-intacct/installation-guide/pre-requisites/currency-setting.md).

# Currency Setting

Please make sure that Currency in Sage CRM and Sage Intacct match. For example, if the Base Currency is $(USD). Sage CRM has ‘$’ symbol, while ERP has ‘USD’. Hence the Currency symbol must be changed to ‘USD’ in Sage CRM.

1. Go to Administration->Data management->Currency configuration.
2. If the Base Currency is $(USD), change it to some other currency.<br>

   <figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2F8zMyOYJfKsYErrCSwxcG%2Fimage.png?alt=media&amp;token=347fdc03-1dd4-4522-b1c5-12561a6975bd" alt=""><figcaption></figcaption></figure>
3. Go to Administration->Data management->Currency. You will find the currency ‘$’ in the list as shown below
4. Click on the ‘US Dollar’, you find the following\ <br>

   <figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FuFD70PYsZ60O8KRBZ5H2%2Fimage.png?alt=media&amp;token=a5f3ce37-2186-432e-b9bc-3048e2eb0ba7" alt=""><figcaption></figcaption></figure>
5. Change its symbol from $ to USD.
6. Again Go to Administration->Data management->Currency configuration and change the base currency to “USD”.

**Note** - If Sage Intacct is multiple currency (say CAD) then user needs to follow below steps to use GUMU from Sage CRM.

1. **Administration** -> **Data Management** -> **Currency Configuration**. Set **Is Single Currency** to **No**. Refer below screenshot,\ <br>

   <figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FiXhKq4XUhEZEYpM7hFT8%2Fimage.png?alt=media&amp;token=beb9a07d-0fc9-4a6d-9e99-b6820ad96d0a" alt=""><figcaption></figcaption></figure>
2. **Administration**  -> **Data Management**  -> **Currency**
3. Click on **New**. Refer below screenshot.\ <br>

   <figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2F7kCd7TIjKVD3Ns7m7Lut%2F3.jpeg?alt=media" alt=""><figcaption></figcaption></figure>
4. Enter Symbol, Precision and Rate(Local Units). Refer below screenshot.\ <br>

   <figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FQtqyEohGMUhYtXIqhZb3%2F4.jpeg?alt=media" alt=""><figcaption></figcaption></figure>
5. Save
6. Add CAD currency in Product Configuration (**Administration** -> **Data Management** -> **Products** -> **Product Configuration**). Refer below screenshot.\
   &#x20;

   <figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FdYmaHM5sjEH5rSc0v3Y9%2Fimage.png?alt=media&amp;token=f054d6bf-adf4-4eeb-b0a4-f6e4cae8dba0" alt=""><figcaption></figcaption></figure>
