# 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="/files/zDa8379hlr9Ni3bE2tOT" 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="/files/diXKlbO8b3mI0ZWKi4yw" 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="/files/d1Dft8hSMJvnLy43Q74H" alt=""><figcaption></figcaption></figure>
2. **Administration**  -> **Data Management**  -> **Currency**
3. Click on **New**. Refer below screenshot.\ <br>

   <figure><img src="/files/TS40C19eIq5KiwFtMEUL" alt=""><figcaption></figcaption></figure>
4. Enter Symbol, Precision and Rate(Local Units). Refer below screenshot.\ <br>

   <figure><img src="/files/46apCuRthcBd6kwTeJO1" 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="/files/u463Q7oZOxvbRXpUqjhx" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.greytrix.com/gumu-sage-crm-integration/sage-intacct/installation-guide/pre-requisites/currency-setting.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.