Currencies

BeanRails supports multiple currencies so you can create documents for clients in different countries.

Accessing Currencies

Go to Settings → Currencies.

Currencies Table

Column	Description
Name	Currency name (e.g. US Dollar)
Country	Country the currency belongs to
ISO3	Three-letter currency code (e.g. USD, GBP)
Symbol	Currency symbol (e.g. $, £, €)
Rate	Exchange rate relative to your primary currency
Primary	Badge shown on the primary currency

Adding a Currency

1. Click + New Currency
2. Select a Country — the Name, ISO3, and Symbol are filled in automatically
3. Adjust Name or Symbol if needed
4. Enter an Exchange Rate relative to your primary currency
5. Select a Number Format (e.g. 1,000.00 or 1.000,00)
6. Click Save

Primary Currency

The primary currency is the default for all new documents and financial totals. It is marked with a Primary badge in the currencies table.

To change the primary currency, click Set as Primary on any non-primary currency row.

Editing a Currency

Click the edit icon on any currency row to update the name, symbol, exchange rate, or number format.

Deleting a Currency

Click the delete icon to remove a currency. The primary currency cannot be deleted.