Currency Settings
Currency Settings lets you manage every currency your company can use across invoices, estimates, payments, and reports. You can add new currencies, edit their symbol and formatting, and remove ones you no longer need. Each currency stores its own exchange rate against your company's default currency, so amounts can be shown and converted correctly.
You will see one screen titled "Currency Setting" with an information note about exchange rates, an "Add New Currency" button, an import button, and a table listing every currency already set up.
Currency list
The currency table shows every currency configured for your company.
| Column | What it does |
|---|---|
| Currency Name | The full name of the currency (for example, US Dollar). The currency that is currently your company default shows a "Default" badge next to its name. |
| Currency Symbol | The symbol used when amounts are displayed (for example, $). |
| Currency Code | The three-letter code (for example, USD). |
| Exchange Rate | The rate of this currency against your company default currency. Hover over the value to see it written out as "1 [code] = [rate] [default code]". A dash means no rate is set. |
| Currency Format | A live sample of how an amount looks with this currency's symbol, position, and separators applied. |
| Action | Edit and Delete links for the currency. |
How to use the list:
- Click Edit on any row to change that currency.
- Click Delete on any row to remove that currency. The default currency cannot be deleted, so it has no Delete link.
- Use the import button to bring in multiple currencies at once from a file.
Add a new currency
- Click Add New Currency. A window opens with the currency form.
- Fill in the currency details and the currency format settings (described below).
- Watch the Sample line at the bottom of the form to preview how amounts will look.
- Click Save.
Currency detail fields
| Field | What it does |
|---|---|
| Currency Name | Required. The full display name of the currency. |
| Currency Symbol | Required. The symbol shown with amounts (for example, $, EUR, Rs). |
| Currency Code | Required. The currency code (for example, USD, EUR). This is also used when fetching live exchange rates. |
| Is Crypto Currency | Choose Yes or No. Defaults to No. Choosing Yes swaps the Exchange Rate field for a USD Price field. |
| USD Price | Shown only when Is Crypto Currency is Yes. Required in that case. The value of one unit of this crypto currency in US Dollars. |
| Exchange Rate | Shown when Is Crypto Currency is No. Required. The rate to convert this currency into your company default currency (shown as "[code] to [default code]"). |
Note: If a currency converter key has been configured by your provider, a "Fetch Latest Exchange Rate" link appears next to the Exchange Rate field so you can pull the current rate automatically using the Currency Code. If no key is configured, the link prompts to set one up (key setup is reserved for the system administrator and is not part of normal company use).
Currency format fields
| Field | What it does |
|---|---|
| Currency Position | Where the symbol sits relative to the number. Options: Left (e.g. $100), Right (e.g. 100$), Left with space (e.g. $ 100), Right with space (e.g. 100 $). |
| Thousand Separator | The character placed between thousands groups (for example, a comma so 1,000,000). |
| Decimal Separator | The character used before the decimal portion (for example, a period so 10.50). |
| Number of decimals | How many digits to show after the decimal separator. |
The Sample line under these fields updates as you type, showing a formatted example (1234567.89) with your chosen symbol, position, and separators.
Edit a currency
- Click Edit on the currency you want to change.
- Update any of the same fields available when adding a currency: Currency Name, Currency Symbol, Currency Code, Is Crypto Currency, USD Price / Exchange Rate, Currency Position, Thousand Separator, Decimal Separator, and Number of decimals.
- Click Save.
You can edit the default currency, including changing its formatting, but you cannot delete it.
Delete a currency
- Click Delete on the currency's row.
- Confirm in the prompt.
You cannot delete the company default currency. A currency that is already in use by existing records (such as invoices) also cannot be deleted; you will see a message if this is the case.
Setting the default currency
The "Default" badge in the currency list shows which currency is your company default. The default is chosen on the company / account settings screen, not on this page. Add the currency here first, then select it as the default from your company settings.
Permission
Access to Currency Settings is controlled by the manage_currency_setting permission. A user must have this permission set to "all" to open the page and to add, edit, or delete currencies. Without it, the page returns a 403 (access denied).
Tips
- Always set a correct exchange rate so converted amounts on invoices and reports are accurate.
- Use the live Sample preview before saving to confirm the symbol position and separators read the way you expect for your region.
- Keep currency codes to the standard three-letter format (USD, EUR, GBP) so live rate fetching works.
- If you cannot delete a currency, check whether it is the default or whether it is attached to existing records first.
- Use the import button when you need to add many currencies in one go rather than entering them one at a time.