Accounting currency
Set the currency your organisation does its accounting in, so every rolled-up money figure across the app uses the same unit.
The Costs & currency page controls the currency your organisation does its accounting in. Every money figure that's rolled up across the app (Financial summary, customer Outstanding, supplier KPIs, profit figures) is shown in this currency.
Before you start
- You need to be an admin.
- You're on Settings → Costs & currency.
Default accounting currency
Pick your accounting currency from the list. The list covers every ISO-4217 currency code, so whatever your business uses, it's there.
Individual cost rows can be entered in any currency and converted at the rate you record on the row. Only the rolled-up totals use the accounting currency.
Change the accounting currency only when:
- You're setting up the organisation for the first time.
- Your business is genuinely switching accounting currency.
Changing it doesn't re-convert historical figures. Existing cost rows keep their original currency; the summary starts rolling up to the new accounting currency from then on.
Where this setting shows up
- Vehicle Financial summary card: rolled-up totals (Total cost, Effective total cost, Margin) display in the accounting currency.
- Customer outstanding and paid: shown in the accounting currency.
- Supplier KPI cards: shown in the accounting currency.
- Reports → Commercial: every money figure on the tab uses the accounting currency.