Currency Settings: Manage Global Currencies & Exchange Rates

What is Currency Settings?

The Currency Settings module in CRM LEAF enables administrators to configure and manage currencies used across the system. This includes defining currency symbols, codes, exchange rates, and formatting options. These settings are crucial for global operations, accurate financial reporting, and transaction consistency across different countries.

Table View – Currency Settings

Example

Currency Name	Currency Symbol	Currency Code	Exchange Rate	Currency Format	Action
Dollar	$	USD	1	$1,234,567.89	Edit/Delete
Euro	€	EUR	0.92	€1,234,567.89	Edit/Delete

Add New Currency

When adding a new currency, the following fields must be configured:
Currency Name – e.g., Dollar
Currency Symbol – e.g., $
Currency Code – e.g., USD
Is Cryptocurrency – Select Yes/No
Exchange Rate – e.g., 10000 (base conversion rate relative to system base currency)
Option to Fetch latest exchange rate automatically.

Currency Format Settings
Currency Position – Before or after the amount (e.g., $100 or 100$)
Thousand Separator – e.g., ,
Decimal Separator – e.g., .
Number of Decimals – e.g., 2
Example Format – $1,234,567.89

Quick Actions – Currency Settings

Action	How To
Add New Currency	Click on Add New Currency and fill in required fields.
Edit Existing Currency	Use the Edit button next to a currency in the table.
Delete Currency	Click Delete if a currency is no longer needed.
Fetch Exchange Rates	Use the Fetch latest exchange rate to auto-update values.
Customize Format	Adjust separators, decimals, and currency position per your locale.

FAQ – Currency Settings

Q: Can I add cryptocurrencies to the system?
A: Yes, toggle the Is Cryptocurrency option when adding a new currency.
Q: How is the exchange rate used?
A: It determines the value of the currency relative to the base currency used for transactions.
Q: Can I change the currency format to match my region?
A: Yes, you can fully customize thousand/decimal separators, position, and decimals.
Q: What happens if I fetch the latest exchange rate?
A: The system will update the rate based on real-time data, ensuring accuracy.