A currency the business works with, identified by its ISO 4217 code, with the symbol and number of decimal places used to show amounts in it. One active currency is flagged as the base currency. Today the only readers are two Sense nudges, Overdue receivables and Scheme threshold gap, which take the symbol (and, for the scheme nudge, the decimal places) of the active base currency to format the amounts on their cards. Documents such as invoices, bills, payments and journals do not look up this list: their currency fields are free-text codes, and amounts post in the company's single posting currency. The only lookup to Currency is the informational Currency field on an Accounting Book. Currency is not in any seeded app; an administrator opens it by name from the App Launcher or adds it to an app. Currencies can also arrive through an accounting-system masters sync.
Fields
| Field | Label | Type | Required | What it does |
|---|
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
DecimalPlaces | Decimal Places | Number | | Number of decimal places for amounts in this currency. It defaults to 2. On the base currency it sets the decimals of money amounts in the Scheme threshold gap nudge (values below 0 or above 6 are clamped). The overdue receivables nudge always shows whole units. Document totals and postings are not rounded by this setting. |
Id | Id | Guid | Yes | |
IsActive | Is Active | Boolean | | Whether the currency is in use. It defaults to ticked. An inactive row is ignored when the base currency is looked up, even if Is Base Currency is ticked. Lookups to Currency, such as the Accounting Book field, still offer inactive rows. |
IsBaseCurrency | Is Base Currency | Boolean | | Marks the functional currency whose symbol formats the Sense nudge amounts. Tick it on exactly one active row; the platform does not enforce this. If no active row is ticked, the overdue nudge falls back to rupees and the scheme nudge shows bare numbers. It does not convert or restate any amount. |
Label | Label | Text | | Friendly name of the currency, for example Indian Rupee. It is not on the shipped create or record form, so it is usually blank unless an administrator adds it to the form or it arrives through a sync. Nothing reads it. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | Yes | The ISO 4217 code, for example INR or USD. It is required, and typed by hand. The list does not check for duplicates, so keep one row per code. When more than one active currency is flagged as base, the one whose code sorts first is used. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountId | Partner Account | Lookup → Account | | The company the currency row was recorded for. It is informational: no document or posting picks a currency by company. |
RecordTypeId | Record Type | Guid, hidden | | |
Symbol | Symbol | Text | | Symbol shown in front of amounts, for example a rupee or dollar sign, up to 8 characters. On the base currency it prefixes the amounts in the Overdue receivables and Scheme threshold gap nudges. A blank symbol, or the rupee sign, makes the overdue nudge show rupees with lakh and crore grouping; any other symbol uses thousands grouping. A blank symbol makes the scheme nudge show the bare number. |
UIProps | UI Props | Text | | Internal display settings for the record. Not shown on the form. |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
Edit | Edit | Edit | Edit |
New | New | New | New |
