GuidesOrganizationConfigure Currency

Configure Currency Enforcement

Control whether all clinics in your organization must use the same currency or can each choose their own.

Prerequisites

  • OrganizationAdmin role
  • Access to Organization Settings

Steps

  1. Navigate to Organization Settings → Currency.
  2. Select the currency enforcement policy:
    • ENFORCE_SINGLE_CURRENCY — all clinics in the organization must use the organization’s configured currency. No clinic can set a different currency.
    • ALLOW_CLINIC_CURRENCY — each clinic may independently select its own currency (ISO 4217 code).
  3. If selecting ENFORCE_SINGLE_CURRENCY, set the organization currency (e.g., USD, EUR, GBP).
  4. Click Save to apply the policy.

Notes

  • When ENFORCE_SINGLE_CURRENCY is active, any attempt by a ClinicAdmin to change their clinic’s currency to a different value will be rejected with a CURRENCY_ENFORCEMENT_VIOLATION error.
  • When ALLOW_CLINIC_CURRENCY is active, each clinic can independently choose its currency via the Clinic Profile settings.
  • Currency must be configured on a clinic before the Catalog module can be used (creating catalog items without a configured currency returns CLINIC_CURRENCY_NOT_SET).
  • All monetary amounts on invoices are expressed in the clinic’s configured currency.