Adding a Currency #
NOTE:
All fields marked with an asterisk * are mandatory to fill.
- Click the + button.
- Fill in the required information.
- Click Save to confirm.
Editing a Currency #
- Click the Edit icon to be taken to the Currency details page.
- Complete the required edits.
- Click Save to confirm.
Field Descriptions #
Field Name | Field Description |
|---|---|
Currency* | The currency name you have already created in the company settings. |
Decimal* | How many decimal places you would like displayed in values for the currency. |
Current Rate* | The current exchange rate to your primary currency. |
Is Primary | A checkbox to indicate that the currency is the primary currency of the account. |
