Difference between revisions of "How do I add a new currency?"
From Catalyst
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* [[Dealing with Currency Accounting in Platinum?]] | * [[Dealing with Currency Accounting in Platinum?]] | ||
* [[How do I View an Amount in a Different Currency?]] | * [[How do I View an Amount in a Different Currency?]] | ||
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* [[How do I set up currency translation?]] | * [[How do I set up currency translation?]] | ||
* [[How do I Add a New Country?]] | * [[How do I Add a New Country?]] | ||
Revision as of 11:01, 30 September 2013
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.
Creating a New Currency
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 [Yes] button to continue, then go to "Currency Maintenance".
- 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. e.g. Saudi Arabia Riyal.
- On the "Units:" enter the name of the currency's main units of denomination. e.g. Riyal.
- On the "Sub-Units:" enter the name of the currency's minor units of denomination. e.g. 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. e.g. 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. e.g. 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. e.g. SR.
- On the "Printer :" enter the type/style of printer. e.g. W01 for a Windows Printer.
- On the "Printer Symbol :" enter the symbols or characters that should be used for printing this currency. e.g. SR.
 | Remember that there is an option per print parameter record (from "System Administrator - Printing Parameters", 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/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 Add a New Country?
