How to manage currencies?

Introduction

Qwoty allows you to manage multiple currencies for your quotes and orders. A default currency is automatically created when you sign up, based on your account information. You can then add other currencies to work internationally.

✍️ 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

View the list of currencies

The screen displays the list of all your currencies in a table:

Status : Active (green) or Inactive
Default : Badge indicating the workspace’s main currency
Name : Full name of the currency (e.g.: Euro, US Dollar)
API Name : ISO code of the currency (e.g.: EUR, USD)

Default currency

The default currency is identified by the Default badge in the table. It is set during sign-up and cannot be deleted.

💡 Tip : The default currency is the one that will be preselected when creating your quotes and orders.

Search for a currency

Use the search bar at the top of the screen to filter the list by name or ISO code.

Browse the list

At the bottom of the table, you can:

Change the number of rows displayed per page via the Rows per page menu
Navigate between pages using the pagination buttons

Create a new currency

Click the + New currency button at the top right
A new page opens to set up your currency

💡 Tip : See the article “How to create and set up a currency?” to discover all the available configuration options.

Edit a currency

Find the currency to edit in the list
Click the ⋮ menu on the right of the row
Select Edit
Make your changes and then save

Delete a currency

Find the currency to delete in the list
Click the ⋮ menu on the right of the row
Select Delete
Confirm the deletion

⚠️ Warning : The default currency cannot be deleted. Also check that a currency is not being used in ongoing quotes or orders before deleting it.

How to create and set up a currency?
How to configure exchange rates?
How to create a quote?