Currency Setup

This article details accessing/viewing the Currency Setup list page and the available options to you.

Access and View the Currency Setup Page

1. From the Icon Bar click Setup .
2. From the Navigation Menu click Financial to expand the corresponding menu.
3. From the Financial menu items, click System.
4. Upon the Financial Settings page displaying, click the Currency tab.
5. View the Currency Setup list page.

   

Available Options

1. The Base Currency is displayed as a reference above the table. The Base Currency is set at the time of the installation and is used to perform all financial calculations and reporting.
2. Click New to enable inline editing to add a new Currency.
3. Refresh the list.
4. Delete selected currencies.
5. Export the list to Excel
6. Search for a Currency by Name or Code.
7. Pagination facilitates easy navigation across pages.
8. Click Edit to enable inline editing to modify a Currency.
9. From the table header:
   1. You can easily sort the columns by ascending or descending order simply by clicking a column header. Note that an arrow indicates the descending ( ) or ascending () order applied to the column.
   2. You can dynamically resize column(s), to your preferred width. Simply move your cursor to the column boundary you want to resize. When the cursor becomes a resize cursor, click and drag the column accordingly.
   3. Click and move a column to the desired position.