Safari Portal makes it easy to manage multiple currencies. Here's how.

Set Your Default Currency & Exchange Rates

Start by setting a default currency for your Financials module. This will be the currency your dashboard displays in, and all file-level profitability estimates will be calculated based on it.

In order for this to work, you’ll also need to set exchange rate estimates for any additional currencies you work with. You can do this via the More dropdown > Currency Settings. These rates help estimate the value of unpaid amounts so you can track projected profit by file.

Once payments are made, you can update the actual settled exchange rate to reflect the final amount using the Mark as Paid option from the three dots.

Track and Report by Currency

Need to forecast upcoming payments in a specific currency? Head to the View by Date tab and use the filters to select the currency and date range you’re interested in — perfect for planning your cash flow over the next six months.