Currencies

The Currencies view is used to clone, add, edit, delete, view or print currencies. These currencies can be used for conversion purposes when entering actual expenses.

We recommend that, if you use more than one currencies, an online currency converter to find out the approximate cost in your local currency. Here are a few URL's you can utilize (please note: we cannot guarantee the accuracy of these sites, because they are not associated with our company):

	http://www.bank-banque-canada.ca/en/exchange.htm
	http://www.x-rates.com/calculator.html

How to use this view:

In the tool bar, you can clone, add or delete items. In the table part, you can select any item, and edit it by using actions in the popup menu.

Field Description Table

To clone currencies:

1. Click Advanced -> Currencies button on the left side shortcut bar, select the task you want to clone, then click the Clone button (Click the Clone button on the pop menu; click the Clone button on the top toolbar)
2. Modify if necessary, after modify, click the Save button.

To add currencies:

1. Click Advanced -> Currencies button on the left side shortcut bar, Click the Add button (Click the Add button on the pop menu; Click the Add button on the top toolbar)
2. Enter a unique currency's Name (up to 255 characters).

The following steps are optional:

1. Choose Color of the currency.
2. Enter the currency Conversion ratio. The currency conversion ratio based on your company standard currency. For example, if standard currency is U.S. dollar, then EURO conversion rate should be 1.19.
3. Enter Description to describe the currency. This is useful to help you and others remember the details of this interrupt category.

To modify or delete currencies:

1. Click Advanced -> Currencies button on the left side shortcut bar.
2. Choose the currency from the list on the right side.
3. Modify if necessary, after modify, click the Save button.
4. Delete if necessary, click the Delete button.

Hints:

	The fields marked with * are required fields. When add a new entry, you need fill something in these fields.
	Table View integrates a lot of buttons for easy operation, click here to learn them.
	Clone can easy of entry item. Just select an item, use the action of Clone to clone, and create a new entry with the same settings.
	Switch to the appropriate tab to add Notes, Phones and Addresses.

What do you want to do?

Learn more about Table View

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