What this screen is for
The default currency set here is pre-selected whenever someone creates a new invoice or quotation. Below that, the full currency list can be dragged into the order you want, with the ones at the top offered first, and any currency you do not use can be switched off so it stops appearing in pickers. Only visible currencies can be chosen as the default.
Why it matters
This changes what is offered from now on; it does not touch documents already raised, which keep the currency and exchange rate they were saved with. Hiding a currency that existing records use makes it harder for staff to raise a matching document later, so remove one only when you are sure that trade has stopped.
What you see on this screen
Two cards.
Default currency is a single picker, described on screen as pre-selected when creating a new invoice or quotation. Only currencies that are still visible appear in it.
Currency order and visibility fills the rest of the page. Every active currency is one draggable row showing its position number, its symbol, and its code and name. The instruction above the list is the whole behaviour: drag to reorder, currencies at the top appear first in the dropdown, and turn off any you do not use to hide them from new invoices and quotations. The row matching the default carries a DEFAULT badge. Each row ends in a toggle, marked Visible when on and Hidden when off.
Filters and actions
There is no search box and no filter - the list is short and shows every active currency. Save Changes in the header commits the default, the order and the visibility switches together, so nothing takes effect until you press it. A message confirms when the settings have been updated.
Related
- Payment Gateways - warns when an invoice currency has no gateway that can take it
- Invoice Settings - other defaults applied to new documents