WEBVTT

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From your Pixie CRM dashboard open Setup choose
Finance and then

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Currencies This list shows the configured
currencies and identifies

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the current base currency Our fictional training
workspace has no

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invoices or payments

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Choose New Currency Enter the currency code G B P
and the pound

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symbol Use the correct code and symbol for the
currency you need

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Adding a currency is separate from making it the
workspace's base

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currency

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Review the decimal and thousand separators We are
keeping a decimal

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point and a comma for thousands with the symbol
before the amount

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Check these formatting choices before saving the
currency

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Choose Save and wait for the list to update
Confirm that G B P and

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the pound symbol appear in the new row The
currency is now configured

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and available for the workflows that use this
currency list

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For this empty training workspace choose Make
base currency on the

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G B P row Confirm that its Base Currency label
appears Review existing

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records before changing this setting in your own
workspace the system

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can prevent a change when currency-linked
transactions already exist

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Continue with the matching company customer and
finance guides linked

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in the description This walkthrough configures
the training workspace's

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currency It does not perform a currency
conversion create a financial

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document or move any money