Difference between revisions of "How do I add a new currency?"

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{{Review}}
 
 
== Summary ==
 
== Summary ==
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This article will discuss how to add a new currency to the system to be used when assigning to an account that has a different country to that of Great Britain.
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This article explains how to add a new currency to the system to be used when assigning to an account that has a different country to that of Great Britain.
  
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== Creating a New Currency ==
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== More Information ==
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To create a new currency to the system you will need to go to: "Reports & Parameters" -> "Maintenance Options" -> "System Administrator". If a prompt  appears asking ''" Other users are in this copy of the software. Do you still want to enter this option?"'' simply click the {{Button|Yes}} button to continue. Then go to ''"Currency Maintenance"''.
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=== Creating a New Currency ===
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Go to {{Menu|{{RP}}|Maintenance Options|System Administrator|Add or Edit Currencies}}.
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* On the {{DataPrompt|Base Currency :}} type the abbreviation for the currency. ''i.e. SAR, for Saudi Arabia Riyal''.
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* On the {{DataPrompt|Base Currency:}} type the abbreviation for the currency. ''e.g. SAR, for Saudi Arabia Riyal''.
 
* Press {{KeyPress|F5}}. This will open up the "Base Currency Details" screen.
 
* Press {{KeyPress|F5}}. This will open up the "Base Currency Details" screen.
  
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===General - Base Currency Details ===
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=== General - Base Currency Details ===
 
On the "Base Currency Details" screen you will need to fill out the detail of the new currency, as follows:
 
On the "Base Currency Details" screen you will need to fill out the detail of the new currency, as follows:
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* On the {{DataPrompt|Name:}} type in the name of the currency. e.g. '''Saudi Arabia Riyal.'''
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* On the {{DataPrompt|Name:}} type in the name of the currency.
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* On the {{DataPrompt|Units:}} enter the name of the currency's main units of denomination. e.g. '''Riyal.'''
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{{Example|iconsize=small|text=Saudi Arabia Riyal.}}
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* On the {{DataPrompt|Sub-Units:}} enter the name of the currency's main units of denomination. e.g. '''halala.'''
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* On the {{DataPrompt|Places:}} enter the amount of decimal places that currency is displayed as, this defaults to 2.
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* On the {{DataPrompt|Units:}} enter the name of the currency's main units of denomination.
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* On the {{DataPrompt|Country:}} enter the name of the country where this currency is used. e.g. '''Saudi Arabia.'''
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{{Example|iconsize=small|text=Riyal.}}
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* On the {{DataPrompt|Sub-Units:}} enter the name of the currency's minor units of denomination.
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{{Example|iconsize=small|text=halala.}}
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* On the {{DataPrompt|Places:}} enter the amount of decimal places that currency is displayed. This defaults to '''2'''.
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* On the {{DataPrompt|Country:}} enter the name of the country where this currency is used.
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{{Example|iconsize=small|text=Saudi Arabia.}}
  
 
=== Symbols - Base Currency Details ===
 
=== Symbols - Base Currency Details ===
 
Next you will need to fill out some details of how the symbols are displayed, if printed or shown on screen.
 
Next you will need to fill out some details of how the symbols are displayed, if printed or shown on screen.
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* On the {{DataPrompt|Prefix/Suffix :}} enter whether or not the symbol for the currency should come before the amount or after the amount. e.g. '''Prefix is £100.''' ''Where as'' '''Suffix is 100SR.'''
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* On the {{DataPrompt|Prefix/Suffix:}} enter whether or not the symbol for the currency should come before the amount or after the amount.
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* On the {{DataPrompt|Screen Symbol :}} enter the symbols or characters that should be used for displaying this currency on the screen. e.g. '''SR'''.
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{{Example|iconsize=small|text=Prefix is '''£'''100. whereas Suffix is 100'''SR'''.}}
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* On the {{DataPrompt|Printer :}} enter the type/style of printer. e.g. '''W01 for a Windows Printer.'''
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* On the {{DataPrompt|Printer Symbol :}} enter the symbols or characters that should be used for Printing this currency by the printer specified above. e.g. '''SR'''.
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* On the {{DataPrompt|Screen Symbol:}} enter the symbols or characters that should be used for displaying this currency on the screen.
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{{Example|iconsize=small|text='''SR'''.}}
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* On the {{DataPrompt|Printer:}} enter the type/style of printer.
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{{Example|iconsize=small|text='''W01 for a Windows Printer.'''}}
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* On the {{DataPrompt|Printer Symbol:}} enter the symbols or characters that should be used for printing this currency.
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{{Example|iconsize=small|text='''SR'''.}}
  
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{{Note|text=Remember that there is an option per print parameter record ''(from "System Administrator - Printing Parameters", or {{KeyPress|Alt-P}})'' that needs to be enabled for these symbols to be used.}}
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{{Note|text=Remember that there is an option per print record ''(from {{PlatinumSettings|Add or Edit Print Devices}}), or {{KeyPress|A-P}})'' that needs to be enabled for these symbols to be used.}}
  
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* Press {{KeyPress|Esc}}.
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* Press {{KeyPress|ESC}}.
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* Press {{KeyPress|Esc}}.
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* Press {{KeyPress|ESC}}.
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* Click {{Button|Accept}}, on the screen prompt that appears.
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* Click {{Button|Accept}} on the screen prompt that appears.
  
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== See Also ===
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== See also ==
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*[[How do I Add a New Country?]]
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* [[Creating a new customer or supplier]]
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* [[Dealing with currency accounting in Platinum?]]
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* [[How do I view an amount in a different currency?]]
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* [[How do I set up currency translation?]]
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* [[How do I reconcile foreign currency accounts?]]
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* [[How do I add a new country?]]
  
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{{FAQ}}{{KB_Tags|Currency, Add, New, Money, Euro, €}}{{ZN_Admin}}
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{{KB_Tags|currency, add, new, money, euro, €}}
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{{How}}{{Hint}}{{KB_PL}}{{KB_SL}}{{ZN_Accounts}}{{ZN_Admin}}

Latest revision as of 05:32, 19 June 2019

Summary

This article explains how to add a new currency to the system to be used when assigning to an account that has a different country to that of Great Britain.

More Information

Creating a New Currency

Go to " Reports & Settings Maintenance Options System Administrator Add or Edit Currencies".

  • On the "Base Currency:" type the abbreviation for the currency. e.g. SAR, for Saudi Arabia Riyal.
  • Press <F5>. This will open up the "Base Currency Details" screen.

General - Base Currency Details

On the "Base Currency Details" screen you will need to fill out the detail of the new currency, as follows:

  • On the "Name:" type in the name of the currency.
Saudi Arabia Riyal.
  • On the "Units:" enter the name of the currency's main units of denomination.
Riyal.
  • On the "Sub-Units:" enter the name of the currency's minor units of denomination.
halala.
  • On the "Places:" enter the amount of decimal places that currency is displayed. This defaults to 2.
  • On the "Country:" enter the name of the country where this currency is used.
Saudi Arabia.

Symbols - Base Currency Details

Next you will need to fill out some details of how the symbols are displayed, if printed or shown on screen.

  • On the "Prefix/Suffix:" enter whether or not the symbol for the currency should come before the amount or after the amount.
Prefix is £100. whereas Suffix is 100SR.
  • On the "Screen Symbol:" enter the symbols or characters that should be used for displaying this currency on the screen.
SR.
  • On the "Printer:" enter the type/style of printer.
W01 for a Windows Printer.
  • On the "Printer Symbol:" enter the symbols or characters that should be used for printing this currency.
SR.
Remember that there is an option per print record (from " Reports & Settings Maintenance Options System Administrator Platinum Settings Add or Edit Print Devices"), or <Alt+P>) that needs to be enabled for these symbols to be used.
  • Press <Esc>.
  • Press <Esc>.
  • Click [Accept] on the screen prompt that appears.

See also


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Keywords AND Misspellings
currency, add, new, money, euro, €
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