Overview
Jump to:
Admins
Setting up and assigning a currency to an entity
If multi-entity is enabled, you may go to the Entities drawer, select Entity details, and assign currencies to each entity.
If multi-entity is not enabled and you want to set currencies at the business level, you may go to Settings > Company Settings > scroll down to Currencies. You will need to manually select the currency, and you can view the assigned currency from the Locations page.
In the spend issuance flow, your default currency will populate, and you may change it (e.g., if you are issuing a card or funds for an employee who belongs to a CAD entity with a default CAD currency assigned, you can update the currency to USD in the issuance flow).
Issuing spend and creating spend programs
Admins can create a non-USD currency by selecting the currency dropdown in the spend creation flow, the “Product or Service” flow, and the physical card request screen.
Reviewing spend
In your Funds & Cards tab, you will be able to see the card or funds spending limit in the local currency, see utilization against the total spending limit, and understand how much your business limit has been spent
The globe icon appears when the transaction's cleared currency/reimbursement currency is different from the statement currency. Hovering over will show the transaction’s cleared currency/reimbursement currency and amount. For example, a CAD transaction will have a globe icon if the statement currency is USD.
Spend controls like Amount and Maximum Transaction Amount are currency-aware and match the currency of the spend limit. Spend policies like Approvals and Submission Policies are still denominated in USD, as we do not yet support policies in different currencies.