Currencies

Parent Previous Next

Currencies  is available under Administration


Adding a New Currency

1. Click the New button on the tool bar.

2. Enter information in the text boxes. Use the Tab key to move to the next text box.

3. Click the Save and Close button to save the record.



Editing a Currency

1. Select a currency in the viewer and click the Edit button on the tool bar. The Currency Editor opens.

2. Modify the details and click the Save and Close button to update the modifications.


Making a Currency active

1. Select a currency in the viewer and click the Edit button on the tool bar. The Currency Editor opens.

2. Check the Is Active Currency box and click the Save and Close button to update the modifications.


The active currencies are the currencies that you can use when entering financial documents.        


Deleting a Currency

1. Select a currency in the viewer and click the Delete button on the tool bar.

2. Click the Yes button to confirm. The selected currency is deleted.

Note that removing a currency will remove all the related records.


These operations are available only to Administrators.