Difference between revisions of "Currencies"
| Line 1: | Line 1: | ||
On the "'''Currencies'''" page you can: | On the "'''Currencies'''" page you can: | ||
| − | - | + | - Add currencies |
- Set any currency as default | - Set any currency as default | ||
| Line 10: | Line 10: | ||
| − | '''To add a currency, you need to: | + | =='''Adding currencies'''== |
| + | |||
| + | To add a currency, you need to: | ||
1. Go to the Currencies page | 1. Go to the Currencies page | ||
| Line 22: | Line 24: | ||
[[File:add currency and save.jpg|px]] | [[File:add currency and save.jpg|px]] | ||
| − | To set any currency as default | + | =='''Setting a currency as default'''== |
| + | |||
| + | 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 37: | ||
| + | =='''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 | ||
| Line 41: | Line 46: | ||
| + | =='''Exchange rates history'''== | ||
To check up the exchange rates history press the "'''Exchange rates history'''" button | To check up the exchange rates history press the "'''Exchange rates history'''" button | ||
Revision as of 18:34, 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 can not 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
