Currencies

Define currencies used across purchase orders, invoices, and sales transactions. Each currency has an ISO code, symbol, and exchange rate relative to the base currency (INR). Exchange rates are used to convert foreign-currency transactions for reporting and GST calculations.

Module: Masters · 5 steps · all roles

Browse Currencies
1Open Currency List

Navigate to Masters → Currencies or go to /masters/currencies.

2Columns
ColumnDescription
CodeISO 4217 code (e.g. INR, USD, EUR, GBP).
NameFull currency name (e.g. Indian Rupee).
SymbolDisplay symbol (e.g. ₹, $, €, £).
Exchange RateRate relative to INR (base = 1.00).
ActiveWhether the currency is available for selection in transactions.
INR is the default base currency and cannot be deactivated. Its exchange rate is always 1.00.
Add / Edit Currency
3Currency Details

Click + Add Currency or click an existing row to edit.

FieldRequiredDescription
CodeYes3-letter ISO code (unique).
NameYesFull name of the currency.
SymbolYesCurrency symbol for display.
Exchange RateYesValue of 1 unit in INR (e.g. USD = 83.50).
Changing an exchange rate affects new transactions only. Existing POs and invoices retain the rate at the time of creation.
4Submit

Click Save to create or update the currency. It will immediately be available in currency dropdowns across procurement and sales modules.

Reference
5Cross-Links
ActionGuide
Create purchase ordersPurchase Orders
Manage export invoicesExport Invoices
View financial reportsFinancial Reports