Multi-currency & TaxCore module

Exchange rates, named tax rates and per-document currency, without a separate finance tool

Transact in any currency and apply the right tax rate on every line item. Set your base currency, connect an exchange-rate API for scheduled rate updates, define named tax rates once, and let every invoice, estimate, proposal, purchase order and bill carry its own currency. Consolidated reporting converts everything back to your base currency.

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  • Core module, no add-on fee
  • Free trial
  • No credit card
base currency for consolidated reporting
1
base currency for consolidated reporting
on the currencies you can add
No limit
on the currencies you can add
document types that carry named tax rates
6
document types that carry named tax rates
add-on fee: a core module
0
add-on fee: a core module

How it works

The currency and tax lifecycle in five steps

Configure currencies and tax once; every priced document picks them up from there.

  1. Step 01

    Base currency

    Choose the home currency for consolidated reporting

  2. Step 02

    Exchange rates

    Add your exchange-rate API key and set the refresh interval

  3. Step 03

    Tax rates

    Create named rates such as GST, VAT or sales tax

  4. Step 04

    Per document

    Each document carries its own currency and per-line tax

  5. Step 05

    Report

    Dashboards convert every transaction to your base currency

What's inside

Four multi-currency and tax capabilities

01

Currency Management

A base currency, any number of transaction currencies, and a display format for each.

See how it works
02

Exchange Rates

Scheduled updates from an exchange-rate API, manual refresh, and per-document overrides.

See how it works
03

Tax Rates & Compliance

Named tax rates like GST, VAT and sales tax, applied per line item on every priced document.

See how it works
04

Per-Document Currency

Every invoice, estimate, proposal, PO and bill carries its own currency, rate locked at creation.

See how it works

In detail

How each capability works

01 / 04

Currency Management

Every CrmLeaf account has a base currency, the home currency your company reports in. Dashboards, financial summaries and consolidated reports convert multi-currency transactions back to it, so you always see one coherent picture of revenue and costs.

Add every currency your business transacts in. Each one has a display format: symbol position (prefix or suffix), decimal places and thousands separator, so an invoice in Japanese Yen shows the amount the way your finance team expects.

Currency settings are held at company level and shared across all organizations in the account.

Built in

  • Define a base currency for consolidated financial reporting
  • Add any number of transaction currencies
  • Configure symbol, decimals and separators per currency
  • Currency catalog shared across all organizations in the account
  • Dashboards and reports convert to base currency automatically
  • Base currency for reporting
  • Unlimited transaction currencies
  • Display format per currency
  • Company-level settings
02 / 04

Exchange Rates

CrmLeaf connects to an exchange-rate API using a key you provide in currency settings. Configure the refresh interval that suits your business and rates update on schedule.

Need an immediate update? Manual refresh pulls the latest rates on demand. When a client contract specifies a fixed rate, override the rate on that document without changing the global rate table.

Documents store the exchange rate applied at creation. Refreshing rates later leaves existing invoices, purchase orders and bills unchanged, so historical documents stay accurate. Only new documents use the updated rates.

Built in

  • Exchange-rate API integration with configurable refresh intervals
  • Manual rate refresh at any time
  • Override the exchange rate on a per-document basis
  • Documents store the rate applied at creation
  • Rate changes never alter existing documents retroactively
  • Exchange-rate API key
  • Configurable refresh interval
  • Manual refresh
  • Per-document override
  • Rate locked at creation
03 / 04

Tax Rates & Compliance

Tax in CrmLeaf is a set of named rates, such as GST 18%, VAT 20%, Sales Tax 8.25%, zero-rated or exempt, that users apply per line item. Because tax lives on the line, one invoice can carry an item at 18% GST and another at zero-rated, with totals calculated correctly.

An administrator creates the named rates once, in their own section under Settings. Users pick a rate from a dropdown when adding each line, across estimates, proposals, invoices, orders, purchase orders and bills.

When statutory rates change, create a new named rate instead of editing the old one, so historical documents keep their original rate. Client records hold their own tax registration and e-invoicing details, and for jurisdictions that require structured digital invoicing, the E-Invoice module handles compliant electronic submission.

Built in

  • Define named tax rates with a label and percentage
  • Apply any rate per line item and mix rates on one document
  • Same rates on estimates, proposals, invoices, orders, POs and bills
  • Create new rates for statutory changes to preserve history
  • Client tax registration details stored on customer records
  • Named tax rates
  • Per-line-item application
  • GST, VAT, sales tax
  • All document types
  • E-Invoice compatible
04 / 04

Per-Document Currency

Every priced document carries its own currency. Quote one client in USD, invoice another in EUR and raise a purchase order in GBP, all in the same account and the same week, without switching modes or workspaces.

A new document uses the current exchange rate at creation and locks it in. The client sees the agreed currency and amount, while your dashboards consolidate everything in your base currency.

The currency follows the document chain: an estimate raised in EUR converts to an invoice in EUR, and a proposal in GBP flows through to the order in GBP. Vendors carry a default currency too, so purchase orders default to the vendor's currency.

Built in

  • Each invoice, estimate, proposal, PO and bill carries its own currency
  • Exchange rate locked at document creation
  • Currency follows from estimate to invoice to payment
  • Vendor records carry a default currency for purchase documents
  • All transactions consolidated to base currency for reporting
  • Currency per document
  • Rate locked at creation
  • Currency follows the document chain
  • Vendor default currency
  • Base-currency consolidation

Connected across CrmLeaf

Currency and tax data that flows into every financial document

Your currency catalog and named tax rates feed invoicing, purchasing, expense tracking and financial reporting, with no manual data entry or spreadsheet reconciliation between systems.

See Invoicing & Billing
  • InvoicingEach invoice carries its own currency and per-line tax
  • PurchasingPOs and bills use vendor currencies and the same tax rates
  • ExpensesForeign-currency claims convert to base currency
  • Financial reportsRevenue, costs and margins in base currency

FAQ

Common questions about multi-currency and tax in CrmLeaf

  • There is no hard limit. Enable any currency your business transacts in, and each document, whether an invoice, estimate, proposal, purchase order or bill, carries its own currency. Your base currency is used for consolidated reporting.

Related

Explore further

InvoicingOne-off, recurring and installment invoicesExpensesReceipts, mileage and billable expensesOrders & DispatchSales orders, cart and fulfilmentBudget TrackingBudget vs actual and margin analysis

Set up your currencies and tax rates in minutes

Add your currencies, connect the exchange-rate API, define your named tax rates and start invoicing internationally, all inside your free trial.

Start free trial Book a 30-min demo