How to create and configure a currency?

Introduction

When creating a currency, you simply select a currency from the full list of ISO currencies. The full name and symbol are automatically filled in. You can also set this new currency as the default currency for your workspace.

✍️ Prerequisites : You must have the Admin role to access this screen.

Access

In the left side menu, click Settings
In the Workspace section, click Currencies
Click + New currency or Edit from the contextual menu of an existing currency

Select the currency

In the General information block :

Click the Currency dropdown menu
Select the desired currency from the full list of ISO currencies (EUR, USD, GBP, CHF, JPY, etc.)

💡 Tip : The full name (e.g.: Euro, US Dollar) and the symbol (e.g.: €, $) are automatically filled in based on your selection.

Set the status and options

In the right-hand side panel :

Status : Active (available for quotes and orders) or Inactive
API name : Automatically generated technical identifier
Default : Sets this currency as the main currency of the workspace

⚠️ Warning : The default currency cannot be deactivated. To make it inactive, you must first set another currency as the default currency.

Change the default currency

To set this currency as the default currency for your workspace :

In the Default field, select Yes
Click Save

⚠️ Warning : The API name can only be edited when the currency is created. Once saved, it can no longer be changed in order to ensure the stability of your integrations.

Enter external identifiers

If you use external systems (CRM, ERP, accounting), enter the corresponding identifiers to facilitate integrations :

CRM ID : Currency identifier in your CRM
ERP ID : Identifier in your ERP
Accounting ID : Identifier in your accounting software

Save

Once all fields are filled in, click Save at the top right.

How to manage currencies?
How to set up exchange rates?
How to create a quote?