Multicurrency fields on the Organization screen

You can access producer organizations by navigating to the Administration > Users & Security > Organizations screen. On the Agency Bill Plans tab, you can choose among various agency bill plans from the billing system.

In a single currency system, you can specify one agency bill plan for each Organization in the Agency Bill Plan field on the Basics tab.

In a multicurrency system, each agency bill plan can offer one or more currencies. You can select more than one agency bill plan. For each agency bill plan, specify the currencies. For each producer organization, you can associate only one plan per currency. Therefore, if you select USD on Plan A, you cannot select USD on Plan B.