Currencies - Header
This page describes the fields in the Header of the Currency record. Please follow the links below for descriptions of the other cards:
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- Code
- The unique Code by which the Currency will be identified from everywhere in Standard ERP. You can use up to five alpha-numeric characters.
- It is recommended that you use three-character Currency Codes that follow the ISO 4217 standard. A list of ISO 4217 Currency Codes can be downloaded from https://www.currency-iso.org/en/home/tables/table-a1.html. In particular, you must use ISO 4217 Currency Codes in the following circumstances:
- You will be importing Exchange Rates from your national bank. Please refer here for details.
- In the POS module, you will be accepting payments by credit card, in which case the Currency Codes should be recognisable by your credit card provider. Please refer here for more details about processing credit card payments in Standard ERP.
- After you have saved a Currency record, you cannot change the Currency Code simply by typing into the field. If you need to change a Currency Code, use the Conversions - Master and Conversions - Currency Codes settings in the System module. These settings will change the Currency Code both here and in every other record where the Currency has been used.
- Name
- The name of the Currency.
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Currencies and Exchange Rates in Standard ERP:
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