Currency

Menu path: Admin -> Currency

This section manages the real exchange methods that customers can send and receive on your website.

In RoboExchanger, a currency is not just a code like USD or BTC.

A currency here is a full exchange method with:

• a title
• a currency code
• a payment gateway
• reserve
• fees
• send or receive permission
• public display settings

Because of this, the Currency section is one of the most important parts of the whole system.

Best setup order

For a clean setup, use this order:

1. Create Currency Code first.
2. Create or prepare the needed Payment Gateway.
3. Add the currency from Admin -> Currency.
4. Add the route from Exchange Direction.
5. Test the pair from the public website.

Main pages

• Currency List
• Currency Overview
• Add Currency
• Currency Dashboard
• Update Currency

What this section controls

This section controls:

• which methods customers can send
• which methods customers can receive
• which gateway is used for each method
• how fees are applied on send and receive side
• how much reserve is available
• which method appears first on the public exchange box
• which methods appear in exchange monitor links and public pair URLs

Very important note

When you create or update a currency, RoboExchanger automatically creates a public unique name from:

• Currency Title
• Currency Code

This unique name is used in public exchange links and monitor-related links.

So if you change:

• Currency Title
• or Currency Code

the public unique name can also change.

After such a change, review:

• public exchange links
• exchange monitor routing
• important directions connected to this currency

Currency List page

This is the main working list for all currencies.

List columns

• Order
• Currency
• Code
• For
• Gateway
• Reserve
• Fee
• Fee Type
• Status
• Action

What the columns mean

• Order: display order in the public selection lists
• Currency: logo and currency title
• Code: the linked currency code
• For: send and receive capability icons
• Gateway: linked payment gateway
• Reserve: current reserve amount
• Fee: send-side fee
• Fee Type: fixed or percentage
• Status: active or inactive
• Action: overview, edit, or delete

For column icons

The For column uses icons:

• left arrow: this currency can be used as a receive method
• right arrow: this currency can be used as a send method

If both icons are shown, the currency can work on both sides.

Quick edit fields

The list page has quick edit controls for some fields.

You can update these directly from the table:

• Order
• Reserve
• Fee
• Fee Type
• Status

This is useful for fast daily changes, but be careful:

• changing Reserve affects order availability
• changing Fee changes customer totals
• changing Status can remove the currency from public use

Currency Overview page

Menu path:

Admin -> Currency -> Overview Dashboard

This page shows high-level currency performance and setup health.

It includes areas such as:

• Total Exchanges
• Direction Coverage
• Send Volume
• Operational Ready
• Top Currencies by Exchange Activity
• Status & Capability Mix
• Latest Exchanges

Use this page when:

• you want to see how many currencies are active
• you want to know how many currencies allow send or receive
• you want to find the busiest currencies quickly
• you want to review recent exchange activity across all currencies

Currency Dashboard page

Menu path:

Admin -> Currency -> Currency List -> Action -> Overview

This page is the detail dashboard for one currency.

It helps you understand one method deeply before editing it.

What this page shows

• Send Exchanges
• Receive Exchanges
• Send Volume
• Reserve Requests
• Currency Configuration
• Direction Coverage & Status
• Top Related Directions
• Recent Exchanges Involving This Currency

Why this page is useful

Use this page when:

• you want to know whether a currency is active in real business flow
• you want to check its current reserve and reserve alert threshold
• you want to review related exchange directions
• you want to see whether too many failed exchanges involve this currency

Add Currency and Update Currency

These pages use the same main form.

This form defines how the method works in the exchange system.

Currency field guide

Field	What it means	Validation or good input
Currency Title	Display title of the exchange method	Required, up to 150 characters
Currency Code	Base code linked to this method	Required. Select one existing code
Gateway	Payment gateway used by this currency	Required. Choose an active gateway
Reserve Amount	Current available reserve	Required numeric value 0 or higher
Exchange Fee	Fee added on the send side	Required numeric value 0 or higher
Exchange Fee Type	How send-side fee works	Fixed or Percentage
Payout Fee	Fee deducted on the receive side	Required numeric value 0 or higher
Payout Fee Type	How receive-side fee works	Fixed or Percentage
Minimum Amount For Reserve Alert	Warning threshold for low reserve	Required numeric value 0 or higher
Cryptocurrency?	Marks the currency as crypto or not	Yes or No
Decimal Precision	Decimal handling for amounts	Whole number from 0 to 10
Currency Group	Category used for grouping and filtering	Default, Fiat, Stable, Crypto Currency, E-Currency, Bank, or Card
Sort Order	Public display order	Whole number 0 or higher
Allow Send Payments	Can customers send this method	Required Yes or No
Allow Receive Payments	Can customers receive this method	Required Yes or No
Default Send Method	Makes this the default send method	Required Yes or No
Status	Turns the currency on or off	Required Yes or No
Logo	Currency image	Required on create

Field-by-field explanation

Currency Title

This is the main display name of the method.

Examples:

• Perfect Money USD
• USDT TRC20
• Bank Transfer EUR
• Nagad Personal

This title appears in admin pages and public exchange selections.

Important:

• keep it clear and short
• avoid internal names that customers do not understand
• changing it later can also change the generated public unique name

Currency Code

This links the currency to one saved Currency Code.

Examples:

• USD
• USDT
• BTC
• BDT

Use the correct code, because this affects:

• pair setup
• rate logic
• public labels
• generated unique name

If the code is missing, create it first from Currency Code.

Gateway

This field connects the currency to a Payment Gateway.

The gateway controls things like:

• payment instructions
• account details
• receive account extra fields
• manual payment screen behavior
• withdrawal method availability

Important notes:

• only active gateways can be selected
• choosing the wrong gateway will confuse customers
• if you later change the gateway, test the exchange form again

Reserve Amount

This field is very important.

It tells the system how much of this receive method is available.

Reserve affects:

• public availability in exchange selection
• visible reserve information on the site
• maximum order acceptance
• exchange validation at order time

If the customer tries to receive more than the available reserve, the order can fail.

Good examples:

• 1000
• 25000.50
• 0.845

Use real available reserve, not guess values.

Exchange Fee

This is the fee applied on the send side.

In the exchange flow, this fee is added to what the customer sends.

Example idea:

• customer wants to exchange 100
• exchange fee is applied
• total send amount becomes more than 100

Use this carefully because it directly changes the customer’s total cost.

Exchange Fee Type

This field defines how the send-side fee works.

Options:

• Fixed
• Percentage

Use Fixed when the fee is a flat amount.

Use Percentage when the fee should scale with order amount.

Examples:

• 2 with Fixed means add 2
• 2 with Percentage means add 2%

Payout Fee

This fee works on the receive side.

It is deducted from the receive amount.

Example idea:

• gross receive amount is calculated
• payout fee is deducted
• final customer receive amount becomes lower

This is different from Exchange Fee.

Payout Fee Type

This field defines how the receive-side deduction works.

Options:

• Fixed
• Percentage

Examples:

• 1 with Fixed means subtract 1
• 1 with Percentage means subtract 1%

Minimum Amount For Reserve Alert

This field is used as a low-reserve warning threshold.

When your reserve falls below this value, the currency becomes a low-reserve candidate for reserve warning monitoring.

Use this field to know when a currency needs attention before customers start failing because of low reserve.

A practical example:

• Reserve Amount: 500
• Minimum Amount For Reserve Alert: 200

This means the currency is still usable, but once reserve goes below 200, it should be treated as low reserve.

Cryptocurrency?

This tells the system whether the method is crypto.

Use:

• Yes for crypto methods
• No for fiat, bank, card, and local wallet methods

This setting affects how amounts are handled and displayed together with decimal precision.

Decimal Precision

This field controls how many decimal places are used for the currency.

Options are from 0 to 10.

Important behavior:

• if you choose a number greater than 0, that exact precision is used
• if you choose 0, RoboExchanger falls back to default precision rules

Default behavior:

• non-crypto methods use 2
• crypto methods use 10

Practical examples:

• bank and fiat methods usually use 2
• many crypto methods use 6, 8, or 10

Choose this carefully. Wrong precision can create confusing totals or rounding issues.

Currency Group

This groups the currency into a type such as:

• Default
• Fiat
• Stable
• Crypto Currency
• E-Currency
• Bank
• Card

This helps the system organize methods and filter public selections.

Choose the group that best matches the real payment type.

Sort Order

This controls public display order.

Lower values usually appear earlier.

Good example:

• important popular methods can use lower sort values
• rare or backup methods can use higher sort values

If multiple methods have poor ordering, the public exchange box can feel messy.

Allow Send Payments

This controls whether customers can choose the currency on the send side.

If this is No:

• the currency should not appear as a normal send option
• directions using it as a send method become less useful publicly

Use Yes only if customers can really send this method to you.

Allow Receive Payments

This controls whether customers can choose the currency on the receive side.

If this is No:

• the currency should not appear as a normal receive option
• directions using it as a receive method become unavailable publicly

Use Yes only if customers can really receive this method from you.

Default Send Method

This selects the default send method for the public exchange box.

Important rules:

• only one currency should be the default send method at a time
• when you set one currency as default send, other currencies lose that flag
• if your table is empty and you create the first currency, this field should be Yes

Choose a safe, popular, high-availability method as the default.

Status

This turns the currency on or off.

• Yes: active
• No: inactive

If a currency is inactive, customers may not be able to use it in normal public exchange flow.

Use inactive status when:

• the method is under maintenance
• the gateway has a temporary problem
• reserve is not ready
• you want to stop new use without deleting the record

Logo

This is the image shown for the currency.

Use a clean and recognizable image.

Important notes:

• required when creating a new currency
• optional when updating an existing currency
• standard image files such as JPG, JPEG, PNG, WEBP, and AVIF are safest

How currency settings affect the public website

This is the part that often causes support questions.

Allow Send Payments

If this is off, the method should not appear as a normal send choice.

Allow Receive Payments

If this is off, the method should not appear as a normal receive choice.

Reserve Amount

If reserve is too low, customers may:

• see a lower available max amount
• fail validation when they try to receive more than your reserve
• stop seeing the method in some public selection situations

Default Send Method

This controls which send method is selected first on the homepage exchange form.

Currency Title and Currency Code

These help generate the public unique name used in pair links and monitor links.

If you change them, test public routes again.

Common setup examples

Example 1: Bank receive method

• Currency Title: Bank Transfer USD
• Currency Code: USD
• Gateway: a bank transfer gateway
• Reserve Amount: actual bank payout availability
• Exchange Fee: based on your send-side policy
• Payout Fee: based on bank payout charge
• Cryptocurrency?: No
• Currency Group: Bank
• Allow Send Payments: No if customers cannot send bank transfer to you for this method
• Allow Receive Payments: Yes

Example 2: Crypto method

• Currency Title: USDT TRC20
• Currency Code: USDT
• Gateway: the related crypto wallet gateway
• Reserve Amount: current wallet balance you can pay out
• Cryptocurrency?: Yes
• Decimal Precision: 6, 8, or 10
• Currency Group: Stable or Crypto Currency

Example 3: Local wallet send method

• Currency Title: Nagad Personal
• Currency Code: BDT
• Gateway: Nagad manual gateway
• Cryptocurrency?: No
• Currency Group: E-Currency
• Allow Send Payments: Yes
• Allow Receive Payments: depends on your business flow

Common mistakes

• creating a currency before the related Currency Code exists
• selecting the wrong Payment Gateway
• using a bad reserve amount that does not match real availability
• confusing Exchange Fee with Payout Fee
• using Percentage when you meant Fixed
• setting wrong decimal precision for crypto
• turning off Allow Send or Allow Receive and then wondering why the currency is missing on the public website
• forgetting that changing title or code can change the public unique name
• setting an unreliable method as Default Send Method

Save or update problems

If the currency does not save, check these points:

• Currency Title is filled in
• Currency Code is selected
• Gateway is selected
• all Yes/No fields are selected
• fee and reserve fields contain numbers only
• Decimal Precision is from 0 to 10
• Sort Order is 0 or higher
• logo is uploaded on create

If the currency saves but still does not work publicly, check these points:

• the currency Status is active
• the linked gateway is active
• Allow Send or Allow Receive is enabled correctly
• reserve is high enough for the expected orders
• a matching Exchange Direction exists and is active
• public pair links still match after title or code changes

Best practice

• create the gateway first and the direction after the currency
• keep reserve updated daily
• use clean, customer-friendly titles
• choose decimal precision carefully for crypto methods
• keep one stable and reliable method as default send
• test the public exchange form after every important currency change

Related pages

• Currency Code
• Payment Gateway
• Base Rate
• Exchange Direction
• Reserve Requests
• Exchanger Monitor