Difference between revisions of "How do I add a new currency?"
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== More Information == | == More Information == | ||
=== Creating a New Currency === | === Creating a New Currency === | ||
− | Go to {{Menu|Systems|{{RP}}|Maintenance Options|System Administrator | + | Go to {{Menu|Systems|{{RP}}|Maintenance Options|System Administrator|Add or Edit Currencies}}. |
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* 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. |
Revision as of 16:18, 13 September 2016
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 " Systems 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 parameter record (from " Systems Reports & Settings Maintenance Options 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?