What it is
It defines how amounts and units are shown throughout the application: currency, decimals and thousands format.
What it is for
- Choosing the currency symbol that stands for your currency (€, $, £, etc.).
- Deciding whether the symbol appears on the left (€100) or on the right (100€) of the number.
- Adjusting how many decimals are shown in prices, unit prices, costs, percentages and quantities.
- Choosing the decimal separator (dot or comma) to match the format used in your country.
Fields
| Field | Type | What it is for | Default |
|---|---|---|---|
| Currency symbol | Text (max. 3) | The character that stands for your currency (€, $, £, etc.). | € |
| Symbol position | Left / Right | Whether the symbol goes before or after the number (€100 vs 100€). | Right |
| Number of decimals of the price | Number (0-6) | How many decimals are shown in sales prices. | 2 |
| Number of decimals of the unit price | Number (0-6) | Decimals in the per-unit prices of the lines. | 6 |
| Number of decimals of the cost | Number (0-6) | Internal decimals for cost calculation (critical for margins). | 6 |
| Number of decimals of the percentage | Number (2-6) | Decimals in margins and calculated percentages. | 6 |
| Number of decimals of the unit | Number (2-6) | Decimals in quantities and measurements. | 6 |
| Decimal separator | Dots / Commas | The character that separates the whole and decimal parts (1.000.50 vs 1.000,50). | Dots |
The decimals only affect what is displayed. Internally the system keeps full precision so that the calculations do not build up rounding errors.
Buttons and actions — what each one is for
Use the literal text you see on screen. It is what you type when you ask "what is X for?". The left/right and dots/commas controls are mutually exclusive options: both are documented.
| Button / Control (text on screen) | What it is for |
|---|---|
| Currency symbol | Choosing the symbol or character that stands for the currency (€, $, £, etc.). Maximum 3 characters. |
| Symbol position | Choosing whether the symbol goes before or after the number. Two options: ← Left (€100) and Right → (100€). |
| Number of decimals of the price | Setting how many decimals are shown in prices (0-6 decimals). |
| Number of decimals of the unit price | Setting how many decimals are shown in unit prices (0-6 decimals). |
| Number of decimals of the cost | Setting how many decimals are shown in costs (0-6 decimals). |
| Number of decimals of the percentage | Setting how many decimals are shown in percentages (2-6 decimals). |
| Number of decimals of the unit | Setting how many decimals are shown in unit quantities (2-6 decimals). |
| Dots | Using the dot (.) as the decimal separator in numeric values. |
| Commas | Using the comma (,) as the decimal separator in numeric values. |
| Cancel | Closing the modal without saving the changes. |
| Save | Saving the currency settings and updating the display format of values across the whole app. |
Every field is mandatory: they all have to be filled in before you can Save.
Key concepts
Users ask "what is X / what is X for?" using these exact words.
- Currency symbol: the character or visual mark that identifies the currency used by the company (€ for euros, $ for dollars, £ for pounds, etc.). Maximum 3 characters.
- Symbol position: where the currency symbol appears in relation to the number. You choose between ← Left (€100) and Right → (100€).
- Decimals: the number of figures shown after the decimal separator. It is set separately for prices, unit prices, costs, percentages and unit quantities. They are display only: internally the system stores full precision.
- Decimal separator: the character that separates the whole part of a number from the decimal part. It can be a dot (option Dots, e.g. 1000.50) or a comma (option Commas, e.g. 1000,50).
- Thousands separator: although it is not a separate field in this module, the decimal separator you choose also determines the visual format of large numbers (with dots: 1.000.50; with commas: 1.000,50).
- Decimal comma is display only: if you choose Commas, the comma is what you see, but when you type into the browser fields the system converts internally to a dot in order to calculate. It does not affect the calculations, only how they look.
Permissions
- Requires
money_edit.
Frequently asked questions
Q: How do I switch from euros to dollars?
A: In Currency symbol type $ and in Symbol position choose ← Left. Click Save. The rest of the system works with plain numbers, so that is all you need.
Q: What is "Symbol position" for?
A: It decides where the symbol appears in relation to the number. ← Left puts it in front (€100); Right → puts it behind (100€).
Q: How do I put the symbol in front of the number, like €100?
A: In Symbol position choose ← Left and click Save.
Q: My invoice comes out with 6 decimals and it looks untidy. How do I fix it?
A: Lower Number of decimals of the price to 2 and click Save. Leave the internal decimals (Number of decimals of the cost, of the percentage, of the unit) high so that the calculations do not lose precision.
Q: Why are there so many different decimal fields?
A: Each concept has its own precision. The sales price (what the customer sees) does not need more than 2 decimals, but the internal cost does need them so that the calculated margin is exact. It is common to have the price with 2 decimals and the cost with 4-6.
Q: What are the "Dots" and "Commas" options for?
A: They choose the decimal separator. Dots uses the dot (1000.50); Commas uses the comma (1000,50). It is the Decimal separator and it is set to match the format used in your country.
Q: I chose "Commas" but when I type I see a dot. Is that a fault?
A: No. The decimal comma is display only. In the browser fields the system converts internally to a dot in order to calculate; the result shown respects the comma. It does not affect any calculation.
Q: I want the decimals to use a comma and the thousands a dot (2.028,00). How do I set that?
A: In Decimal separator choose Commas. That shows the decimals with a comma and the thousands with a dot (1.000,50), the European format. With Dots it is the other way round. Click Save. The comma is display only: the system works internally with a dot, so it does not affect any calculation.
Q: Amounts like 1.000,00 are not showing the thousands separators.
A: The thousands separator is determined by the Decimal separator you have chosen (there is no separate field): with Commas the thousands use a dot, with Dots the thousands use a comma. Check that it is set to the option used in your country and click Save. If they still do not look right after saving, reload the page.
Q: What is the thousands separator and where do I set it?
A: It is the visual format of large numbers. There is no field of its own: it is determined by the Decimal separator you choose. With Dots you see 1.000.50; with Commas you see 1.000,50.
Q: A particular customer wants the quote in another currency (dollars, for example). Is that possible?
A: The currency in Currency and unit is global for the whole app. To issue a document in another currency, create a print template with its own Currency (symbol + Conversion factor) in Print templates: that document will show the amounts in the currency and at the rate you define, without altering the stored data. Choose that template when printing or sending for that customer. Choosing the currency per customer within the same quote is not possible (yet); if you need it, open a ticket describing your case.
Q: I made changes but I do not want to save them. How do I leave?
A: Click Cancel: it closes the modal without saving any change. If you want to apply them, use Save.
Q: I changed the cost decimals. Does that change the prices on my quotes?
A: It does not change the calculation, only how many decimals are shown. Internally the system always keeps full precision; the field only affects the display.