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Overview

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Excerpt
By enabling

In this

setting, the home currency can be changed in

article, you will learn how to change the default currency of your company on the main screen and

then,

from the

Set up

setup screen. You

will be able to

can also set up a different currency for

some of your

specific 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 Company Setup section, click on Currency Options link.

Ui step A

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Set a Company Currency

 To setup the company’s currency, do the following instructions:

  1. Go to Setup and select Settings.

  2. In the Company Setup section, click on the Currency Options link. A pop-up window will display.

There you should validate the  that

  2. Validate the home Currency that is displayed by default

. The Multicurrency checkbox will appear as uncheck. Ui step Then, check

  1. .

  2. Click on the Multicurrency checkbox and confirm the following information

is displayed

  1. .

Ui step

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

on 

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

Ui step 

  1. Click

on 

  1. on the Currency Options link again and confirm the window is displayed correctly.

ui-step
Info

In order to add a new currency (used by your customers and vendors), click on the Add Foreign Currency 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.

Ui step Now

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

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Note

If you choose a customer’s currency and then modify it after the statements have already been generated, the system will not automatically convert the existing statements to the new currency. This may result in discrepancies in the statement amounts due to the different currencies used.

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