Difference between revisions of "Currencies"
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Revision as of 17:39, 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 was used in workflow 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
