Setting up multicurrency in Bitrix24 CRM

Configuring Multi-Currency Support in Bitrix24 CRM

By default, all CRM deals in Bitrix24 are managed in a single currency. When a company works with international clients or runs different projects in different currencies, this creates a problem: managers are forced to manually recalculate amounts, CRM reports show mixed figures, and the pipeline does not reflect real volume.

What Multi-Currency CRM Supports Out of the Box

Bitrix24 supports multiple currencies in deals, quotes (commercial proposals), and invoices. Each deal can have its own currency — the amount is stored in the selected currency and converted to the base currency for reporting purposes.

Settings are located at: CRM → Settings → Currencies. Here you can:

• Set the base currency (the reporting currency)
• Add additional currencies
• Define exchange rates (manually or via auto-update)

Auto-updating exchange rates works through Bitrix24's own service in the cloud version. In the on-premise version, rates can be updated via a hook or an agent that queries the CBR / NBB / NBU.

Rate Configuration and Its Impact on Reports

A rate in CRM is a pair of "transaction currency → base currency". A deal in USD with a base currency of RUB is converted to rubles in consolidated pipeline reports.

Important nuance: the exchange rate is fixed at the time the deal is created or modified. If a deal for $10,000 was created at a rate of 85 RUB/$ and the rate changes to 90 RUB/$ a month later — the ruble amount in the deal is not recalculated automatically. This is the default behaviour, and it is correct from a financial accounting perspective: the contract amount is fixed.

To get the current amount in the base currency — a custom report with recalculation using the current rate is required.

CRM Fields and Filters with Multi-Currency

In standard deal fields: OPPORTUNITY is the amount in the deal's currency; OPPORTUNITY_ACCOUNT is the converted amount in the base currency. The latter field is updated when the deal is saved.

When filtering in CRM, the "Amount" field filters by OPPORTUNITY_ACCOUNT (base currency) by default. This is correct for reporting, but may surprise a manager searching for "all deals over $5,000" — they enter 5000 in the filter, but the system searches for 5000 rubles.

For correct filter behaviour in a multi-currency environment, add custom fields or configure smart filters with explicit currency specification.

Configuration for Typical Scenarios

Export business. Base currency — USD, clients from different countries. Add EUR, GBP, CNY. Update rates from ECB. Pipeline shows amounts in USD.

Belarusian market. Base currency — BYN. Add RUB and USD for settlements with Russian and international partners. Rates — from the National Bank of Belarus.

Agency with mixed projects. Domestic clients — RUB, international — EUR. Set base currency to RUB, add EUR. Pipeline report amounts are converted to rubles using the rate at the time of last modification.

Estimated Timelines

Pricing is calculated individually after analysing the current CRM configuration and reporting requirements.