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Managing Multicurrency Projects

In Acumatica ERP, you can track projects in the project currency, which can differ from the base currency of the company that manages the project. You can review project costs and revenues both in the project currency and in the base currency. This chapter describes how to configure and manage projects in different currencies.

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  • Multicurrency Projects: General Information
    • In Acumatica ERP, you can track projects in the project currency, which can differ from the base currency of the company that manages the project. You can review project costs and revenues both in the project currency and in the base currency. You can also calculate project profitability in both currencies, and present costs to the customer in the customer’s currency, which you can specify as the billing currency. In addition, if the company uses multiple base currencies, you can easily manage multicurrency documents that originate from different company branches.
  • Multicurrency Projects: Project-Related Documents in Multiple Currencies
    • If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form, you can use multiple currencies in projects. The following sections describe how different types of documents for projects are created and processed if the currency of these documents differs from the base currency of the project.
  • Multicurrency Projects: Unit Rates in the Project Budget
  • Multicurrency Projects: Implementation Checklist
    • The following sections provide details you can use to ensure that the system is configured properly for managing projects in different currencies, and to understand (and change, if needed) the settings that affect the processing workflow.
  • Multicurrency Projects: Related Reports and Forms
    • In the following sections, you can find details about the reports and forms you may want to review to gather project information in different currencies.