International Considerations for ConnectWise Finance
Regional and workstation settings
If you operate outside the United States, several workstation and server settings affect how ConnectWise Manage displays dates, numbers, and currency.
Note: Acceptable date formats are dd/mm/yyyy, yyyy/mm/dd, and mm/dd/yyyy. Backslashes are required — or use the date picker instead of typing the date manually.
Note: ConnectWise does not support a comma as the decimal symbol. If your workstation or server uses a comma for decimals, errors will occur on screens that display decimal values. Set the decimal symbol to a period (
.) in your regional settings.
Set regional and language options (Windows)
This procedure applies if your client installations are in a different time zone than your ConnectWise PSA server, or if you are in a country where the time format uses a.m./p.m. instead of AM/PM. SQL requires the global AM/PM format.
- Go to Start > Control Panel > Region and Language.
- In the Format tab, select your country from the drop-down.
- Select Customize (or Additional Settings, depending on your OS).
- Go to the Time tab. In the AM symbol field, enter
AM. Repeat for PM. - Go to the Date tab. Set Short date to use four characters for the year (
yyyy). - Select OK to confirm the time and date settings.
- Go to the Administrative tab and select Change system locale. Update the locale to match your region.
- Select OK on the Region and Language dialog.
European number formats (currency symbol and separator) are supported for: United Kingdom, Sweden, Belgium, Luxembourg, Netherlands, Germany, and Ireland.
Customize “Make checks payable to” text
ConnectWise displays “Make checks payable to…” at the bottom of invoices. To change this wording (for example, to “cheques”):
- Go to Setup Tables > Invoicing > Invoice Templates.
- Select the template you want to edit.
- Go to the Body tab and scroll to the bottom.
- Edit the payment text directly.
Australia
When setting up invoicing for Australian companies, make the following changes.
Invoice title
Go to Setup Tables > Invoicing > Billing Setup Table and set the invoice title to Tax Invoice.
Your company’s ABN
In the Billing Setup Table, set the country to Australia. This unlocks the field for your Australian Business Number (ABN), which will appear on invoices.
Customer ABN (Tax ID)
Enter each customer’s ABN on their Company Finance screen in the Tax ID field. ConnectWise displays this in the Account box on the invoice alongside the account number.
To display the Tax ID on invoices:
- Go to System > Setup Tables > Invoice Templates and select the template.
- In the Header tab, select Display Tax ID with the Caption.
- Optionally, enter a custom caption in the field to the right of the checkbox.
Tax code display
Each tax code level can have its own caption, and you can choose to display all levels on the invoice. Configure this in the tax code setup.
Canada
When setting up invoicing for Canadian companies, make the following changes.
Your company’s Business Number
In Setup Tables > Invoicing > Billing Setup Table, set the country to Canada. This unlocks the field for your Business Number, which will appear on invoices.
Customer Business Number (Tax ID)
Enter each customer’s Business Number on their Company Finance screen in the Tax ID field. It appears in the Account box on the invoice.
To display the Tax ID on invoices:
- Go to System > Setup Tables > Invoice Templates and select the template.
- In the Header tab, select Display Tax ID with the Caption.
- Optionally, enter a custom caption in the field to the right.
Tax code display
Tax code captions and the option to display all levels on the invoice are configured in the tax code setup.
Currency
How currency is determined
Currency is set at the company level. The Location on the Service Board pulls the currency from the Location’s Billing Setup Table entry, which then appears on the Finance tab of a Service Ticket.
Note: If there is no currency set on the company, ConnectWise falls back to the Location’s currency. To update the Location, change the currency on the company record.
Currency FAQ
What number formats are supported?
European number formatting (thousands and decimal separator) is supported for: Sweden, Belgium, Germany, Luxembourg, and Netherlands. For all other regions, the default is US format.
How does ConnectWise determine the separator format?
- Internet Client: pulled from the decimal and thousands separator in your workstation settings.
- Browser version: pulled from the decimal and thousands separator in your browser locale.
Why is the currency different on the ticket versus the invoice?
Currency can be overridden at the invoice level to let the accounting team expedite invoicing. Changing it on the invoice does not roll back to previous records.
Why does the Invoice Wizard show multiple line items for one company?
Each invoice can only have one currency. If a company has records in different currencies, the Invoice Wizard splits them into separate line items.
Can ConnectWise convert currencies (e.g., buy in Euros, sell in pounds)?
No. Currency conversion is not available. Your accounting package may handle this — verify that purchase and invoice transactions transfer correctly before closing them out.
How does multi-currency affect inventory valuation?
If you purchase in different currencies, you need separate warehouses per currency. Items must ship from a warehouse whose currency matches the sales order, ticket, project, or invoice. To sell an item purchased in a different currency, receive it with an adjusted cost or make an inventory adjustment. A transfer does not work because you cannot update cost during a transfer.
How do I change the currency on an agreement, opportunity, project, purchase order, sales order, or ticket?
Update the billing company and address on the record to a company assigned a different currency. If no currency is set on the company, update the Location.
Can I update the currency on a record’s Finance tab?
Not yet — this is planned for a future release, with logic to prevent currency changes after a record has been invoiced.
I need to assign currency to many companies at once. Do I have to update each one manually?
No. Go to System > Mass Maintenance > Company Mass Maintenance. Select the companies, select Next, and update the currency on all selected records at once.
Why doesn’t the currency symbol appear in totals on some screens?
When a company’s records include multiple currencies, ConnectWise suppresses the currency symbol in total columns — it cannot represent a mixed-currency total with a single symbol.
Can I bundle agreements with different currencies?
No. Currencies must match to bundle agreements.
Can I merge tickets with different currencies?
No. Update the currency on one ticket to match the other before merging.
Can I bundle tickets with different currencies?
Yes. If the currencies match, everything flows to the Invoice Wizard under the parent ticket. If they differ, the parent and child tickets appear as separate line items in the Invoice Wizard.
Can a downpayment or credit memo be restricted to invoices of the same currency?
No. Both can be applied to invoices regardless of currency.
Do reports support multiple currencies?
No. Standard reports and Report Writer do not subtotal by currency and do not support currency conversion.
Why does the currency symbol appear on some Company Finance Recap tabs but not others?
If all records for a company share the same currency, the symbol displays. If records have mixed currencies, no symbol is shown.
Does currency appear on the audit trail?
Currency amounts are not shown on the audit trail, but there is an audit entry that records when the currency on a record changes.
I changed the currency on a company, but existing opportunities still show the old currency. How do I fix this?
The only way to change currency on an existing record is to change the Bill To Company to a company with the desired currency.