---
title: Balance Table Settings
keywords: balance settings, balance table settings, VAT display, currency display, balances preferences, client currency, local currency, billing preferences, unbilled balances display
summary: Guide to configuring personal balance table settings in Manor, including toggling between VAT inclusive or exclusive amounts and displaying figures in project/client currency or the firm's local currency.
---

# Balance Table Settings

## Overview

In Manor, the Balances view enables you to track outstanding billable work across clients and projects. Through **Balance table settings**, individual users can configure how monetary amounts are presented in the Balances table, tailoring the display to their reporting needs and billing habits.

![Balance table settings modal](../screenshots/balance-table-settings.png)

## Accessing Balance Table Settings

You can open the Balance table settings modal in two ways:

1. **From the Balances Modal:**
   - In the main menu, navigate to **Billing** (or click **New invoice** from the Invoices page).
   - In the Balances dialog, scroll down below the filter controls and click the **Balance table settings** gear icon button.
2. **Direct URL:**
   - Navigate to `/user/settings/balance` in your browser.

## Configuration Options

The settings modal offers two primary display toggles:

### 1. VAT Setting

Controls whether monetary figures in the balances list include or exclude Value Added Tax (VAT):

- **Excl. VAT (Default):** Displays all unbilled amounts net of VAT. This is recommended for financial reporting and matching raw billables.
- **Incl. VAT:** Displays balances with the relevant VAT applied, helping you see the estimated gross invoice totals at a glance.

### 2. Currency Setting

Controls which currency is used when displaying amounts in the table:

- **Client's currency (Default):** Displays unbilled balances in the client's own currency (e.g., USD, EUR, GBP).
- **Local currency:** Converts all balances into your firm's default base currency (e.g., ISK) using current exchange rates, enabling easy comparison and unified totals across multi-currency clients.

## Saving Settings

1. Select your preferred options for **VAT** and **Currency**.
2. Click **Save**.
3. The balances list refreshes immediately to reflect your chosen display preferences.

> **Note:** Balance table settings are stored per user account and do not alter the actual project billing rates, invoices, or financial data in Manor.

## Related Topics

- [Balances](balances.md) — Quick summary and navigation for balances
- [Balances Overview](balances-overview.md) — Comprehensive guide to filtering and invoicing balances
- [Invoices](invoices.md) — Creating and issuing client invoices