Activate or deactivate a currency
Cimpl has over 160 available currencies that you can activate or deactivate for users. By activating a currency, users can use that currency to filter reports, dashboards and invoices. The currencies are uploaded using the ISO standard for the code and symbol.
Activate a currency:
- Go to Configuration > System Preferences > Currency.
- Scroll to find the currency you want to activate.
- If you are looking for a specific currency, you can:
- Search by Currency Code, Currency Name, Display Format.
OR - Filter by Active or Inactive status.
- Search by Currency Code, Currency Name, Display Format.
- Click the red icon
on the currency entry record. A confirmation message appears.
- Click OK. The currency is now available for users.
Deactivate a currency:
- Go to Configuration > System Preferences > Currency.
- Scroll to find the currency you want to deactivate.
- If you are looking for a specific currency, you can:
- Search by Currency Code, Currency Name, Display Format.
OR - Filter by Active or Inactive status.
- Search by Currency Code, Currency Name, Display Format.
- Click the green check mark icon
on the currency entry record. A confirmation message appears.
- Click OK. The currency is now deactivated.