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# How to use currency and date fields to correctly track payable values and due dates
- URL: https://blog.jestor.com/currency-date-fields-payables-due-dates/
- Published: 2026-07-10T14:57:10.000Z
- Updated: 2026-07-10T14:57:10.000Z
- Author: Bruno Bannach

Using a currency-type field — not text or plain number — for values, and a formatted date field for due dates in **Jestor** is what ensures payables formulas and automations sum and compare values correctly.

## Why does using the right field type for value and date matter?

If a value is typed as text, formulas and automations that need to sum installments won't work, because text can't be summed — the same goes for dates used in deadline calculations.

## How to configure currency and date fields in Jestor?

- A currency field instead of text: lets formulas and automations sum values correctly.
- A currency field instead of a plain number: lets you standardize the currency symbol — dollar, real, etc. — across all records.
- A date field, not text: enables deadline calculations and due-date alerts.
- You can choose between a simple date field, date and time, or a date range.
- The date display format is configurable — day/month/year, month/day/year, or other patterns.

| Field type      | Supports formula/automation?   |
| --------------- | ------------------------------ |
| Text            | No                             |
| Plain number    | Partially (no currency symbol) |
| Currency / Date | Yes                            |

To configure the fields correctly:

1. Add a currency-type column, choosing the default symbol, for values.
2. Add a date-type column, choosing the display format, for due dates.
3. Let OCR automatically fill in these fields from the invoice attachment, when available.

## Why choose Jestor to avoid financial formatting errors?

Getting the field type right from the start avoids rework later — when someone notices a sum formula or a due-date alert isn't working because the field was created as text.

## Frequently asked questions

### Why not use a text field for the value?

Because text can't be summed in formulas or automations that depend on numeric calculation.

### What's the difference between a currency field and a number field?

The currency field lets you standardize the currency symbol across every record in the column.

### Can I choose the date display format?

Yes, you can configure it as day/month/year, month/day/year, and other patterns.

### Does OCR fill in these fields automatically?

Yes, document reading can extract the value and date from an invoice straight into these fields.

## Reference video

Check out the [Jestor YouTube channel](https://www.youtube.com/@jestorbr?ref=blog.jestor.com) for more content like this.

## Discover Jestor

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at [jestor.com](https://www.jestor.com/?ref=blog.jestor.com) and see how to take your company's operations to a new level of efficiency and control.