Changing a user's billing currency in the New rate card tab
Important
Each user can have only one active billing currency!
A user's billing currency is selected during new user creation, in the Default currency dropdown. It can then be changed for the relevant user in the Default currency setting, in the Users > Edit user > General info tab screen. Then, the new default currency is selected automatically as the User billing currency, in the Users > Edit user > New rate cards tab screen. However, you can also change user's billing currency directly in the Users > Edit user > New rate cards tab screen. To do so, follow the procedure below.
Important
New rate cards are a Beta feature.
Details that you enter in the Users > Edit user > New rate cards tab screen have no influence on the user's existing rate cards (managed in the Users > Edit user > Rate cards tab screen). During the Beta program, it is not possible to transfer the current rate card data to New rate cards. Seamless data transfer between the current and the new rate cards will be supported after the Beta tests are completed and new rate cards are implemented.
During the Beta program, changes that you make to the user's currency settings in the New rate cards tab screen do not affect the user's Default currency set in the user's General info tab screen.
Select Users > User list.
Search for the relevant user. You can use the search box and filters to help you find them, in the user list. For details, see Searching for users.
Use the left mouse key to select the relevant user's row.
Result: the relevant user is displayed in the Edit user screen.
In the left-hand side pane of the Edit user screen, select New rate cards.
In the top left-hand corner of the Users > Edit user > New rate cards tab screen, select the User billing currency dropdown.
From the User billing currency dropdown list, select the relevant currency.
Result: a success message is displayed in the bottom right-hand corner of the screen. The relevant currency is now displayed below the User billing currency: label, in the New rate cards tab screen. Also, the selected currency is displayed in every rate card for the relevant user, in the New rate cards tab screen. But your change affects neither the user's Default currency set in user's General info tab screen, nor user's billing currency set in the current rate cards (managed in the Users > Edit user > Rate cards tab screen).
If required, in the New rate cards tab screen, you can also: