Add a currency

Owned by Oksana Vishchuk
Last updated: Apr 18, 2024 by Damian Rozmiarkowski
2 min read

  1. Go to the Configuration menu → System Values: Advanced → Currencies.

    Currencies.png

  2. Click the Add button on top of the Currencies table. You will be directed to the Add Currency page.

    Cur2.png

  3. In the Name field, provide the name of the new currency.

  4. In the Symbol field, provide the unique symbol that will be displayed next to the value in this currency in all documents generated in the Home Portal.

  5. Provide the ISO Code for the new currency.

  6. Decide whether this currency should be Active and thus selectable.

  7. Decide whether this currency should be marked as a Preferred Item and thus appear on top of the drop-down lists.

  8. Decide whether this currency unit should be a Default one.

  9. Provide the correct exchange rate for this currency:

    1. Delete the entry in the History section.

    2. Click the Add button on top of the History table.

    3. In the Exchange Rate field, provide the current exchange rate to the base system currency.

The To field will be filled automatically when a new exchange rate appears in the system.

d. (Optional) In the Origin Details and Publication Date field, provide the rate’s source and date.

e. Click the Save button.

  1. Click the Save button.

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