How do I add a new currency?

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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 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, €