Live Exchange-Rate Sync.
The CRM stores a central list of supported currencies with code, symbol, exchange rate to INR, default flag, and active/inactive status. One currency is marked as the default starting context for new itinerary records.
A connected exchange-rate API fetches live rates for all active currencies and updates stored exchange rates automatically. Connection test, last synced time, and last error tracking keep the exchange layer operationally visible.
to Payment. Same Currency.
The CRM maintains currency context across the itinerary, invoice, and payment workflow so the financial record remains aligned from proposal through collection.
Quotation
Billing
Collection
Even when booking, invoice, and payment statuses are recalculated, the stored currency remains attached to the underlying commercial record. The quotation is not treated as a generic numeric value. It remains tied to the selected business currency throughout the lifecycle.
Carries Its Own Currency Identity
Stores currency_code and currency_symbol. New records begin with the active default currency. Existing records keep their own identity. Quote views display totals using the stored symbol.
Invoices store their own currency_code. Can inherit from the linked itinerary or be set manually. PDFs and views show totals, paid amounts, and balances in the stored billing currency.
Payment records carry currency_code. Resolved from the related invoice or itinerary. Prevents payment records from drifting into a different currency context than the source.
Currency master, exchange settings, and business record APIs all support currency fields. Mobile apps, external systems, or custom integrations can preserve currency context properly.
Master
Control
Currency Management
Base Record
Configuration
and Sync Tracking
Sync
Code and Symbol
Currency
Inheritance
Tracking
to Payment Continuity
Currency Fields
See Multi-Currency in Action
Watch how Triplide keeps quotations, invoices, and payments in the right currency with live exchange rates and full financial continuity.
Book a Free Demo