Configuring Currency Settings
Control how currency values appear across your ERP workspace — from invoices to budgets.
🧭 Step 1: Access Currency Settings
- From your dashboard, go to System Settings
- Click into the Currency Settings section — this controls formatting, symbols, and display logic
💡 Step 2: Set Currency Format
| Field | Example | Purpose |
|---|---|---|
| Decimal Format | 1.0 |
Controls how decimal values appear (e.g. £10.0) |
| Default Currency | £ - GBP |
Sets the currency symbol and code used across modules |
| Decimal Separator | Dot |
Defines how decimals are split (e.g. 10.5) |
| Thousands Separator | Comma |
Controls large number formatting (e.g. 10,000) |
| Float Number | Dot |
Used for precision in financial modules |
💬 Step 3: Customise Symbol Display
| Setting | Options | Preview |
|---|---|---|
| Currency Symbol Space | With space / Without space | £10,000.0 vs £ 10,000.0 |
| Symbol Position | Pre / Post | £10,000.0 vs 10,000.0£ |
| Symbol vs Name | With Symbol / With Name | £10,000.0 vs GBP 10,000.0 |
Tips:
- Use Pre for UK and EU formats
- Use Symbol for client-facing clarity
- Match separators to your accounting standards
💾 Step 4: Save Changes
- Click the blue Save Changes button at the bottom right
- Your updates will apply instantly across the Accounting, POS, and Budget Planner modules
✅ Best Practices
- Match currency settings to your region and client expectations
- Use consistent formatting across tenants for audit clarity
- Review symbol placement before issuing invoices or reports
- Avoid mixing symbols and names unless required by regulation
