Difference between revisions of "How do I add a new currency?"
From Catalyst
m |
(Bulk update) |
||
| (12 intermediate revisions by 3 users not shown) | |||
| Line 4: | Line 4: | ||
== More Information == | == More Information == | ||
=== Creating a New Currency === | === Creating a New Currency === | ||
| − | Go to {{Menu | + | Go to {{Menu|{{RP}}|Maintenance Options|System Administrator|Add or Edit Currencies}}. |
| − | * On the {{DataPrompt|Base Currency :}} type the abbreviation for the currency. ''e.g. SAR, for Saudi Arabia Riyal''. | + | * 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. | ||
| − | ===General - Base Currency Details === | + | === 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: | ||
| − | * On the {{DataPrompt|Name:}} type in the name of the currency. | + | * On the {{DataPrompt|Name:}} type in the name of the currency. |
{{Example|iconsize=small|text=Saudi Arabia Riyal.}} | {{Example|iconsize=small|text=Saudi Arabia Riyal.}} | ||
| − | * On the {{DataPrompt|Units:}} enter the name of the currency's main units of denomination. | + | * On the {{DataPrompt|Units:}} enter the name of the currency's main units of denomination. |
{{Example|iconsize=small|text=Riyal.}} | {{Example|iconsize=small|text=Riyal.}} | ||
| − | * On the {{DataPrompt|Sub-Units:}} enter the name of the currency's minor units of denomination. | + | * On the {{DataPrompt|Sub-Units:}} enter the name of the currency's minor units of denomination. |
{{Example|iconsize=small|text=halala.}} | {{Example|iconsize=small|text=halala.}} | ||
| Line 25: | Line 25: | ||
=== 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. | ||
| − | * On the {{DataPrompt|Prefix/Suffix :}} enter whether or not the symbol for the currency should come before the amount or after the amount. | + | * On the {{DataPrompt|Prefix/Suffix:}} enter whether or not the symbol for the currency should come before the amount or after the amount. |
{{Example|iconsize=small|text=Prefix is '''£'''100. whereas Suffix is 100'''SR'''.}} | {{Example|iconsize=small|text=Prefix is '''£'''100. whereas Suffix is 100'''SR'''.}} | ||
| − | * On the {{DataPrompt|Screen Symbol :}} enter the symbols or characters that should be used for displaying this currency on the screen. | + | * On the {{DataPrompt|Screen Symbol:}} enter the symbols or characters that should be used for displaying this currency on the screen. |
{{Example|iconsize=small|text='''SR'''.}} | {{Example|iconsize=small|text='''SR'''.}} | ||
| − | * On the {{DataPrompt|Printer :}} enter the type/style of printer. | + | * On the {{DataPrompt|Printer:}} enter the type/style of printer. |
{{Example|iconsize=small|text='''W01 for a Windows Printer.'''}} | {{Example|iconsize=small|text='''W01 for a Windows Printer.'''}} | ||
| − | * On the {{DataPrompt|Printer Symbol :}} enter the symbols or characters that should be used for printing this currency. | + | * On the {{DataPrompt|Printer Symbol:}} enter the symbols or characters that should be used for printing this currency. |
{{Example|iconsize=small|text='''SR'''.}} | {{Example|iconsize=small|text='''SR'''.}} | ||
| − | {{Note|text=Remember that there is an option per print | + | {{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.}} |
| − | * Press {{KeyPress| | + | * Press {{KeyPress|ESC}}. |
| − | * Press {{KeyPress| | + | * Press {{KeyPress|ESC}}. |
* Click {{Button|Accept}} on the screen prompt that appears. | * Click {{Button|Accept}} on the screen prompt that appears. | ||
== See also == | == See also == | ||
| − | * [[Creating a | + | * [[Creating a new customer or supplier]] |
| − | * [[Dealing with | + | * [[Dealing with currency accounting in Platinum?]] |
| − | * [[How do I | + | * [[How do I view an amount in a different currency?]] |
* [[How do I set up currency translation?]] | * [[How do I set up currency translation?]] | ||
| − | * [[How do I | + | * [[How do I reconcile foreign currency accounts?]] |
| + | * [[How do I add a new country?]] | ||
| − | {{KB_Tags| | + | {{KB_Tags|currency, add, new, money, euro, €}} |
| − | {{ | + | {{How}}{{Hint}}{{KB_PL}}{{KB_SL}}{{ZN_Accounts}}{{ZN_Admin}} |
Latest revision as of 05:32, 19 June 2019
Contents
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
- Creating a new customer or supplier
- Dealing with currency accounting in Platinum?
- How do I view an amount in a different currency?
- How do I set up currency translation?
- How do I reconcile foreign currency accounts?
- How do I add a new country?
