Currencies

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Revision as of 15:33, 27 July 2017 by Anatoly.k (talk | contribs)

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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 choose 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)

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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 servise, so rate to default currency is regularly updated