Difference between revisions of "Currencies"
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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]] | ||
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 | ||
| Line 29: | Line 30: | ||
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| | + | [[File:Currency as default invoice.jpg|px]] |
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]] | ||
| − | You can not delete currency that was used in workflow but you can disable it in case this currency no longer needed | + | |
| + | You can not delete the currency that was used in workflow but you can disable it in case this currency no longer needed | ||
Revision as of 16:16, 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)
3. Press the "Save" button
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)
To disable or delete currencies press the "Disable" or "Delete" buttons correspondingly
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
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
