Difference between revisions of "Currencies"

Revision as of 16:28, 27 July 2017

On the "Currencies" page you can:

- Add currencies

- Set any currency as default

- Disable or delete currencies

- Check up the exchange rates history

To add a currency, you need to:

1. Go to the Currencies page

2. Press the "Add currency" button and select the necessary currency (you can add as many currencies as you need)

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3. Press the "Save" button

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To set any currency as default press the "Set as default" button

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Changing the currency as default will entail changing totals in default currency in all ongoing or finished projects and jobs

as well as in the financial documents (client receivables, vendor payables, invoices and payments)

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To disable or delete currencies press the "Disable" or "Delete" buttons correspondingly

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You can not delete the currency that was used in workflow but you can disable it in case this currency no longer needed

To check up the exchange rates history press the "Exchange rates history" button

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then select any desired date for which you want to check up the exchange rates and press the "View" button

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The program is connected to сurrency conversion service, so exchange rates are updated daily