Difference between revisions of "Currencies"
| Line 14: | Line 14: | ||
To add a currency, you need to: | To add a currency, you need to: | ||
| − | 1. Go to the Currencies page | + | 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) | + | 2. Press the "'''Add currency'''" button and select the necessary currency (you can add as many currencies as you need). |
[[File:add currency.jpg|px]] | [[File:add currency.jpg|px]] | ||
| − | 3. Press the "'''Save'''" button | + | 3. Press the "'''Save'''" button. |
[[File:add currency and save.jpg|px]] | [[File:add currency and save.jpg|px]] | ||
| Line 27: | Line 27: | ||
=='''Setting a currency as default'''== | =='''Setting a currency as default'''== | ||
| − | To set any currency as default press the "'''Set as default'''" button | + | To set any currency as default press the "'''Set as default'''" button. |
[[File:set as default currency.jpg|px]] | [[File:set as default currency.jpg|px]] | ||
| Line 33: | Line 33: | ||
Changing the currency as default will entail changing totals in default currency in all ongoing or finished projects and jobs | 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) | + | as well as in the financial documents (client receivables, vendor payables, invoices and payments). |
[[File:Currency as default invoice.jpg|px]] | [[File:Currency as default invoice.jpg|px]] | ||
| Line 39: | Line 39: | ||
=='''Disabling and deleting currencies'''== | =='''Disabling and deleting currencies'''== | ||
| − | To disable or delete currencies press the "'''Disable'''" or "'''Delete'''" buttons correspondingly | + | To disable or delete currencies press the "'''Disable'''" or "'''Delete'''" buttons correspondingly. |
[[File:delete disable currencies.jpg|px]] | [[File:delete disable currencies.jpg|px]] | ||
| − | + | You cannot delete the currency that is already in use in the system but you can disable it in case this currency no longer needed. | |
| − | You cannot delete the currency that | ||
| Line 52: | Line 51: | ||
[[File:exchange rates history.jpg|px]] | [[File:exchange rates history.jpg|px]] | ||
| − | then select any desired date for which you want to check up the exchange rates and press the "'''View'''" button | + | then select any desired date for which you want to check up the exchange rates and press the "'''View'''" button. |
[[File:exchange rates history view.jpg|px]] | [[File:exchange rates history view.jpg|px]] | ||
| − | The program is connected to сurrency conversion service, so | + | The program is connected to сurrency conversion service, so exchange rates are updated daily. |
Revision as of 18:06, 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
Contents
Adding currencies
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).
3. Press the "Save" button.
Setting a currency as default
To set any currency as default press the "Set as default" button.
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).
Disabling and deleting currencies
To disable or delete currencies press the "Disable" or "Delete" buttons correspondingly.
You cannot delete the currency that is already in use in the system but you can disable it in case this currency no longer needed.
Exchange rates history
To check up the exchange rates history press the "Exchange rates history" button
then select any desired date for which you want to check up the exchange rates and press the "View" button.
The program is connected to сurrency conversion service, so exchange rates are updated daily.
