Currency

The currency list determines the options available on expenses and ensures values use the correct display format.

This menu only appears when multiple currencies are enabled for the workspace.

Create a currency

1. Open Expense Setup > Currency.
2. Select New Currency.
3. Enter a three-letter code, such as IDR or USD.
4. Enter the currency name.
5. Enter a symbol, such as Rp or $.
6. Set the number of decimal places.
7. Enable Default Currency if needed.
8. Set the status.
9. Select Save Changes.

Currency codes are saved in uppercase.

Set the default currency

The default currency is preselected on forms that require a currency. Mark only the currency that is the normal working standard as default.

The company base currency is managed from Company.

Update or archive a currency

1. Find the currency in the list.
2. Select Edit to update the name, symbol, decimal places, default setting, or status.
3. Select Archive if it should no longer be available for new transactions.

Do not change an existing currency code into a different currency. Create a new entry so the history remains clear.

Next

Continue to Payment methods.