Organization Currency Setting

This guide explains how to configure the currency setting for your organization in MileApp. The currency setting determines how monetary values are displayed throughout the application, including in bills, reports, and task details.

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What is Organization Currency Setting?

The organization currency setting allows you to configure the default currency that will be used across your MileApp organization. This setting affects:

• Bill components in task flows - Price displays and calculations
• Task data export - Currency formatting in exported reports
• Dashboard analytics - Financial metrics and summaries
• Invoice generation - Billing and payment displays

Once set, the selected currency will be applied to all new tasks and financial data within your organization.

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Accessing Currency Settings

The currency setting is part of the Organization Management page. Step 1: Navigate to Organization Settings From the main navigation, click on the Settings icon (gear icon) in the left sidebar, then click on “Organization” tab. Step 2: Locate Currency Setting Scroll down to find the Currency section in the Organization Details page.

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Changing Currency

To change your organization’s currency: Step 1: Click the Edit Icon Click the pencil icon next to the currency display to enable editing mode. Step 2: Select New Currency Choose your desired currency from the dropdown list. Available currencies include:

• AUD - Australian Dollar
• CNY - Chinese Yuan
• IDR - Indonesian Rupiah
• JPY - Japanese Yen
• KRW - South Korean Won
• MYR - Malaysian Ringgit
• NZD - New Zealand Dollar
• PKR - Pakistani Rupee
• PHP - Philippine Peso
• SGD - Singapore Dollar
• THB - Thai Baht
• USD - United States Dollar
• VND - Vietnamese Dong

The currency will be automatically saved when you select a new option from the dropdown.

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Currency Display Format

Different currencies have different display formats and decimal precision: The currency format is automatically applied based on your selection.

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Impact on Existing Data

Important Considerations: When you change the currency:

• Existing task data - Values remain unchanged but will display with the new currency symbol
• New tasks - Will use the new currency for bill components and monetary fields
• Exported data - Will show values with the new currency format
• Historical reports - May show mixed currencies if the setting was changed over time

Best Practice: If you need to change currencies, ensure you:

1. Export existing financial data before making the change
2. Communicate the change to your team members
3. Update any external systems that integrate with MileApp

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Currency in Flow Components

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Bill Component

When creating or editing a Flow with a Bill component, the currency setting determines:

• Price input format - How prices are entered and displayed
• Total calculations - Currency symbol shown in totals
• Mobile app display - How field workers see monetary values

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Currency Input Component

The Currency input component type in Flows respects the organization currency setting:

• Default currency matches organization setting
• Can be overridden per component if needed
• Displays appropriate decimal precision

For more information, see the Currency Input Component documentation.

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Use Cases

Multi-Country Operations If your organization operates in multiple countries:

• Set the primary currency to your main operating currency
• Use currency conversion rates in your accounting system
• Consider creating separate organizations for different countries if needed

International Clients For organizations serving international clients:

• Set the currency to match your primary market
• Use custom fields or notes to track original currency values if needed
• Consider using the bill component’s custom pricing fields for multi-currency scenarios

Financial Reporting For accurate financial reporting:

• Keep currency setting consistent throughout reporting periods
• Document any currency changes in your records
• Use data export features to track currency changes over time

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Troubleshooting

Currency Not Changing If the currency doesn’t update:

1. Verify you have “Edit Organization” permission
2. Refresh the page after selecting the new currency
3. Check if there are any error messages displayed
4. Contact support if the issue persists

Wrong Currency Displayed If tasks show the wrong currency:

• The task may have been created before the currency change
• Check if the task flow has a custom currency setting
• Verify the organization currency setting is correct

Missing Currency Option If a currency is not in the list:

• Contact MileApp support to request additional currency support
• Check if your subscription plan includes the required currency
• Consider using a similar currency as a workaround

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Related Documentation

• Organization Management
• Currency Input Component
• Bill Component
• How to Manage Custom Module

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Frequently Asked Questions

Q: Can I use multiple currencies in one organization? A: The organization has one default currency, but individual bill components can specify different currencies if needed. Q: Will changing currency affect my billing with MileApp? A: No, your MileApp subscription billing is separate from your organization’s currency setting. Q: Can I change currency after creating tasks? A: Yes, but existing task values won’t be converted. Only the display symbol changes. Q: How often can I change the currency? A: You can change it anytime, but it’s recommended to keep it consistent for accurate reporting. Q: Does currency affect route optimization? A: No, currency is only for display purposes in bills and financial data. Route optimization uses distance and time calculations.