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Currencies

This page introduces the Currency register in the System module.

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The Currency register in the System module is where you should record the different Currencies used by your Customers and Suppliers.

To open the Currency register, first use the [Switch Module] button in the Navigation Centre to change to the System module. Then, if you are using Windows or Mac OS X, click the [Registers] button, also in the Navigation Centre and double-click 'Currencies' in the subsequent list. If you are using iOS or Android, tap the [Registers] button in the Navigation Centre and then tap 'Currencies' in the 'Registers' list. The 'Currencies: Browse' window will be opened, showing the Currencies that you have already entered.

To enter a new Currency, select 'New' from the Create menu in the Button Bar (Windows/Mac OS X) or the + menu (iOS/Android). You can also use the Ctrl-N (Windows) or ⌘-N (Mac OS X) keyboard shortcut. Alternatively, highlight a Currency similar to the one you want to enter and select 'Duplicate' from the same menu. If you don't want to open the 'Currencies: Browse' window before creating a new record, you can also use the + menu in the Navigation Centre (all platforms).

The 'Currency: New' window will be opened, empty if you selected 'New' or containing a duplicate of the highlighted Item. Complete the Currency record as appropriate and as described below, then save it using the [Save] button (Windows/Mac OS X) or by tapping √ (iOS/Android) and close the window by clicking the close box (Windows/Mac OS X) or by tapping < (iOS/Android). Then, close the browse window using the close box or < again.

Since the amount of information stored about each Currency will not fit on a single screen, the Item window has been divided into five cards. At the top of each is the header. This contains the Currency Code and Name. There are five named buttons ('tabs') in the header.

By clicking the tabs you can navigate between cards. The header is always visible, as a reminder of the Currency you are working with.

If you are using iOS or Android, there will only be two tabs, marked 'Items' and 'Details'. If you tap 'Details', you will see every card except 'Text' arranged vertically on screen. You can scroll down to see each one, or you can jump to any card by tapping on any tab and selecting the tab you want to go to.

Please follow the links below for details about each card:

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Currencies and Exchange Rates in Standard ERP:

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