Add GBP and set your base currency

Read the video transcript

From your Pixie CRM dashboard, open Setup, choose Finance and then Currencies. This list shows the configured currencies and identifies the current base currency. Our fictional training workspace has no invoices or payments.

Choose New Currency. Enter the currency code G B P and the pound symbol. Use the correct code and symbol for the currency you need. Adding a currency is separate from making it the workspace's base currency.

Review the decimal and thousand separators. We are keeping a decimal point and a comma for thousands, with the symbol before the amount. Check these formatting choices before saving the currency.

Choose Save and wait for the list to update. Confirm that G B P and the pound symbol appear in the new row. The currency is now configured and available for the workflows that use this currency list.

For this empty training workspace, choose Make base currency on the G B P row. Confirm that its Base Currency label appears. Review existing records before changing this setting in your own workspace; the system can prevent a change when currency-linked transactions already exist.

Continue with the matching company, customer and finance guides linked in the description. This walkthrough configures the training workspace's currency. It does not perform a currency conversion, create a financial document or move any money.