How to use currency and date fields to correctly track payable values and due dates

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:

Add a currency-type column, choosing the default symbol, for values.
Add a date-type column, choosing the display format, for due dates.
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

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