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Overview

Excerpt

By enabling this setting, the home currency can be changed in the main screen and then, from the

Setup

Set up screen. You will be able to set up a different currency for some of your vendors and customers.

Instructions

 To complete the setup, please follow the next steps:

Ui steps
sizesmall
Ui step

Go to Setup > Settings

Ui step
In 

 In Company Setup section, click on Currency Options link.

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Ui step
A

 A pop-up window will display. There you should validate the 

home Currency

 that is displayed by default.

The

The Multicurrency

checkbox

 checkbox will appear as uncheck.

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Ui step

 Then, check

the

the Multicurrency checkbox and confirm the following information is displayed.

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Check the "I understand I can't undo Multicurrency" option and click

on

on Save button. Once you do this, you won't be able to change your company currency anymore. 

Ui step

 Click

on

on Currency Options link again and confirm the window is displayed

as follows:
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correctly.

Ui step

In order to add a new currency (used by your customers and vendors), click on

the

the Add Foreign Currency

link

 link and to edit an exchange rate, go to the Actions column and click on Edit. The Add/Edit Foreign Currency window will open, enter the new exchange rate and click on Save to finish.

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  • The vendor's window should now look like this, for more information read Vendor's Currency Setup:
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    Ui step

     Now, you will be able to set up a different currency for your customers and vendors. Read  and for further information.

     




     

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