Change your currency and locale

Spine uses one currency for every quote, invoice, bill and report. The locale decides how dates and numbers are written — ₹1,25,000.00 in India, $125,000.00 in the US. Both were set during setup; you can change them here.

Who can do this

Only Owners.

1. Open Settings › Currency & locale — Open your user menu, choose Settings, and pick Currency & locale under Business. It says “Used for every document and report.”

2. Choose the currency — Pick from Common currencies (USD, EUR, GBP, AUD, CAD, INR, AED, SGD, NZD, ZAR) or type a Currency code. It’s a three-letter ISO 4217 code, such as USD, EUR or INR.

3. Choose the locale — Pick from Common locales (for example en-US, en-GB or en-IN) or type a Locale. It “Controls date and number formatting.”

4. Press Save — A “Saved” message appears. New documents and reports use the new settings.

Settings, Currency & locale: the currency and locale fields with their common choices, and Save

Good to know

• One currency only. Spine doesn’t do multi-currency. Pick the currency you invoice and keep your books in.
• Issued documents keep their currency. An issued quote or invoice keeps the amounts and currency it was issued with.
• The locale is about how things look. It doesn’t change any amount, tax or date — only how they’re written on screen and on documents.

Caution

Set your currency before you issue your first documents. Changing it later doesn’t convert any amounts already in your books.

Your financial year is a separate setting: see Set your financial year.