Working in more than one currency
One client pays in euros, another in złoty, a third in dollars. WorkSnap handles that without a setting to switch on: each client or project can have its own currency, every amount is shown in it, and amounts in different currencies are never added together.
Where an entry’s currency comes from
The currency is set in the same three places as the hourly rate: your profile (Settings → Defaults, Default currency), a client, and a project. The most specific one wins — project → client → profile — so you set the currency you use most on your profile and give a client or project its own only where it differs. An entry without a project uses your profile’s currency. The full rule is in rates, currency and rounding.
The currency belongs to the rate: a project billed at 90 with the currency EUR earns 90 EUR an hour. You can choose from EUR, USD, GBP, PLN, CHF, SEK, NOK, CAD, AUD and JPY.
Totals stay apart
Money appears in the Detailed report and in its exports, and everywhere it keeps its currency:
- Each entry shows its amount with the currency next to it — or Prepaid, when a package of prepaid hours covers it.
- The totals under the report list the amount due once per currency — a month with work for a euro client and a złoty client ends with two lines, not one number.
- Exported files do the same: CSV and XLSX have a Currency column next to Amount, and the PDF totals each currency separately.
The Dashboard and the Cumulative report count time, not money, so the currency doesn’t change anything there. More about the totals is in reports and filters, and about the files in exporting reports.
Changing a currency later
WorkSnap doesn’t store an amount with each entry. It works the amount out whenever you look, from the entry’s time and the rate and currency that apply to it now. So if you change a project’s currency, its earlier entries are shown in the new currency too — and the same goes for a client or your profile, for everything still following them. The number itself stays the same: a rate of 90 that was in EUR becomes 90 PLN, not its equivalent in złoty.
If a client starts paying in a different currency, keep the past as it was: leave the old project alone and give the new work a project of its own with the new currency.
What WorkSnap doesn’t do
- No exchange rates. Nothing is converted, and there is no “total in your home currency”. Any such number would depend on a rate and a date WorkSnap would have to make up, and it would quietly be wrong.
- No invoices. WorkSnap stops at the numbers an invoice needs. Export a Detailed report for one client and one month — as a PDF to send with your invoice, or as CSV or XLSX for your invoicing or accounting tool, which is where currency conversion belongs.
- The “$” marker is not a currency. On an entry it only means billable; it looks the same whatever currency the entry is in.