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Currency Configuration for Organization

Similarly to the the global currency configuration, you can specify currency settings for the organization.

Note

The organization-level configuration for base currency and display format has higher priority and overrides the system setting. However, to enable a currency on the organization level, you should add it to the list of allowed currencies at the system level first.

To change the default currency settings for organization:

  1. Navigate to System > User Management > Organization in the main menu.

  2. For the necessary organization, click the More Options menu at the end of the row, and then click the Configure icon to start editing the configuration.

  3. Select System Configuration > General Setup > Currency in the menu to the left.

    Note

    For faster navigation between the configuration menu sections, use Quick Search.

Currency Settings

The following sections are available within the Currency tab:

Currency configuration for organization
Name Description
Allowed currencies

Allowed currencies list allows you to select some of all available currencies to enable them in OroCRM.

To add the allowed currency, clear Use system box, select the currency from the list and click Add.

The new row is added to the allowed currencies options table, where you can configure the exchange rates for the newly added currency and may set it as a base currency. See Allowed Currencies Options for more information.

Display format

This setting controls how the currencies will be displayed within the system, as a 3-letter ISO code (e.g. GBP) or as the currency symbol (e.g. £).

To customize the Display Format:

  1. Clear the Use System check box next to the option.
  2. Select the new option value (either Currency Code or Currency Symbol).

Note: Not all currencies might have symbols. For such currencies, ISO codes are used instead.

The order subtotal when the display format is set to Currency Code:

Currency code sample

The order subtotal when the display format is set to Currency Symbol:

Currency symbol sample
Selecting allowed currencies in the currency settings Selecting display format in the currency settings
Browse maintained versions:
3.01.122.02.32.6

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