Currency

Capture an amount of money in your organization’s currency.

Currency captures a number shown and stored as money, in your organization’s currency (set in Organization).

Use cases

• Price agreed with the customer.
• Cost of materials used on a job.
• Cash on delivery amount collected.

Properties

1. Default Value: an amount filled in for every new task.
2. Visible: when off, the field is hidden on the web and the field app; its value is still kept and exported.
3. Required: the task cannot be saved or finished until an amount is entered.
4. Show As: show the amount in the task list as the task’s Title, Content or Label.

On the field app

The field shows a number keypad with the currency code in front, for example IDR, and formats the amount as money. It can already be filled from task creation or from the Default Value.

For several items with prices and a total, use a Bill instead.