How do I add a new currency?

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?

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Keywords AND Misspellings

currency, add, new, money, euro, €