Add and Manage Currencies
If you would like to add currencies in Camphouse, your Customer Success Manager will help you set up the initial configuration. Once the foundation is in place, you will be able to create new periods and update exchange rates on your own.
Information to prepare
To ensure a smooth setup, please gather the details below before reaching out:
💡 Not sure whether to include historical data? Your CSM can guide you. Just keep in mind that the first period cannot be changed later.
The date range for your first currency period (you can choose any cadence, for example quarterly or yearly)
Whether you want the currency setup to apply historically (the first period cannot be changed later, so decide this upfront)
Your base currency or currencies (the currency you want your numbers to convert into)
List of other currencies you will use
Exchange rates for each currency in relation to your base currency (for example, if EUR is your base, note what 1 EUR equals in SEK)
Where you plan to use currencies in the app (for example planning only, or across planning, targets, results and integrations. If you are unsure, your Customer Success Manager can help you decide what works best)
What happens next
After your Customer Success Manager completes the initial setup, you can:
Add new currency periods
Update exchange rates as needed
This gives you flexibility to maintain accurate financial data over time.
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