Multiple currencies in board? Or no?

Platform discussions
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1

Hi - we have a Projects board that services clients in both the UK and US. We have an integration with Xero which will send items over automatically for invoicing.

However right now our billing columns (like rates, revenue, etc) are all in GBP. For our US clients I need them to display in USD so they appear as USD in Xero.

Is there a simple formula I can add which will look at the Country column and then simply say “change the currency in these columns to USD if the country column is USA”?

Thanks in advance.

2

We are in the same boat. We are in the UK but need to bill some of our overseas customers in USD, and possibly in the future in Euros! We can’t be alone in having this challenge.

3

IF({Country}=“USA”, “USD”,”GBP”)

4

Is this an existing solution or a proposed solution @Marius.Manic ?

5

Hi Charlie,

The only way to do this would be to add a formula column next to the numbers column containing the $$$ and to use the formula to determine the currency.
So you would get 2 columns:

2024-03-15_10-39-46

Then all you have to do is create the formula to get the currency. Something like:

IF({Country}="USA", "USD",IF({Country}="UK","GBP","€"))

 

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6

Thank you, this works for our use case :+1: another Win for Monday.com

7

You can now convert currencies on monday.com boards out of formula columns and get real time rates with Currency converter smart column apps - see below