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
- Navigate to Organization Settings → Currency.
- 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).
- If selecting
ENFORCE_SINGLE_CURRENCY, set the organization currency (e.g., USD, EUR, GBP). - Click Save to apply the policy.
Notes
- When
ENFORCE_SINGLE_CURRENCYis active, any attempt by a ClinicAdmin to change their clinic’s currency to a different value will be rejected with aCURRENCY_ENFORCEMENT_VIOLATIONerror. - When
ALLOW_CLINIC_CURRENCYis 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.