Using the Currency field

This guide describes how to work with a Currency Field custom field that your administrator has already configured. If you don't see the field on your work item screens yet, check with your administrator: most likely it just needs to be added to the right screen.

Capture an amount on a work item

When the Currency field is part of the Create, Edit or Transition screen, it appears as a numeric input.

1. Open the create, edit or transition form.
2. Locate the field (the exact name is set by your administrator, for example "Quoted amount").
3. Enter the numeric value without the currency symbol. The symbol is added automatically when the value is shown on the work item, based on the field's context configuration.
4. Save your changes.

If the value isn't a valid number, Jira shows "Please enter a valid number." and refuses to save until it's fixed.

You can leave it blank

If the field is not marked required in your space, you can leave it empty. The work item saves with no value.

Reading the amount on the work item view

Once saved, the field is shown with the currency symbol, position and decimals defined by your administrator for the space / work type. For example, the same number (1500) can be displayed differently in different spaces:

• In a space configured for Soles: S/ 1,500.00
• In a space configured for Dollars: $ 1,500.00
• In a space configured for Euros: 1,500.00 €

Internally the value is still a number: the formatting is purely visual. This means reports, dashboards and JQL can still compare values across spaces by their actual amount.

Why does the symbol change between spaces?

The field configuration (symbol, position, decimals) is set per context. If the field is reused across spaces, each space can have its own currency without duplicating the field. If you're unsure why a value is shown in a certain currency, check with your administrator which configuration applies to that work item's context.

Searching work items by amount

You can use JQL to find work items by the numeric value of the field:

"Quoted amount" >= 10000

"Quoted amount" < 5000 AND project = "ACME"

"Quoted amount" is not EMPTY

Replace Quoted amount with the exact name your administrator gave the field.

JQL operates on the value, not the symbol

JQL queries compare the stored numeric value. For example, "Quoted amount" >= 1000 returns the work items whose amount is ≥ 1000, regardless of whether the screen shows them as S/ 1,000.00 or € 1,000.00.