Difference between revisions of "Currencies"
| Line 14: | Line 14: | ||
1. Go to the Currencies page | 1. Go to the Currencies page | ||
| − | 2. Press the "'''Add currency'''" button and | + | 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]] | ||
3. Press the "'''Save'''" button | 3. Press the "'''Save'''" button | ||
| + | |||
| + | [[File:add currency and save.jpg|px]] | ||
To set any currency as default press the "'''Set as default'''" button | To set any currency as default press the "'''Set as default'''" button | ||
| Line 25: | Line 29: | ||
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|840px]] |
| Line 35: | Line 39: | ||
| − | The programm is connected to сurrency conversion | + | The programm is connected to сurrency conversion service, so exchange rates are updated daily |
Revision as of 15:53, 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
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 programm is connected to сurrency conversion service, so exchange rates are updated daily
