---
title: "Managing Currencies in ClearCRM"
url: https://help.clearcrm.com/en/articles/12578666-managing-currencies-in-clearcrm
collection: "Finance"
updated: 2026-10-28
language: en
---

# Managing Currencies in ClearCRM

In ClearCRM, currencies define how financial amounts are displayed across invoices, estimates, expenses, and other finance-related sections. You can manage existing currencies or add new ones that fit your organization’s global operations.

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## Accessing the Currencies Page

1.  Go to **Setup → Finance → Currencies**.
    
2.  You’ll see a table listing the currencies currently available in your account.
    
    -   By default, **EUR (Euro)** and **USD (US Dollar)** are included.
        
    -   **USD** is set as the **Base Currency**, but you can change it anytime.
        

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## Managing Existing Currencies

Each row in the currency table includes a **hover button** (three dots) that opens a dropdown menu with these options:

-   **Edit** – Modify the currency’s details.
    
-   **Make Base Currency** – Set that currency as your organization’s base currency.
    
-   **Delete** – Remove the currency from the system.
    

⚠️ Only one currency can be set as the **Base Currency** at a time.

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## Adding a New Currency

To create a new currency:

1.  Click **\+ New Currency** at the top left of the Currencies page.
    
2.  The **Add New Currency** pop-up will appear (see image above).
    
3.  Fill out each field carefully:
    
    -   **Currency Code** – The official 3-letter ISO code (e.g., USD, GBP, AED).
        
    -   **Symbol** – The symbol used for that currency (e.g., $, £, د.إ).
        
    -   **Decimal Separator** – Choose how decimals appear (e.g., “.” or “,”).
        
    -   **Thousand Separator** – Choose how thousands are formatted (e.g., “space” or “,”).
        
    -   **Currency Placement** – Choose whether the symbol appears **before** or **after** the amount.
        
4.  Click **Save** to add the new currency.
    

💡 **Tip:** You can find official ISO codes, symbols, and separators by searching online for “ISO currency codes list” — websites like xe.com or iso.org provide accurate references.

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## Changing the Base Currency

If you want all system calculations and reports to use a different base:

1.  Hover over the currency you want to make primary.
    
2.  Click **Make Base Currency**.
    
3.  Confirm your selection.
    

Your base currency will now be used by default across invoices, estimates, and dashboards.

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## Deleting a Currency

If a currency is no longer needed:

1.  Hover over it in the list.
    
2.  Click the **Delete** option in the dropdown menu.