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Definition
Currency settings allow users to set up Multi-Currency function for issuing invoices with over 200 currencies around the world.
How to Setup Currency
1.Go to Settings > Accounts;
2.Click on Company Information;
3.Tick the box for Multicurrency
4.Click Save on the top right corner;
5.Then a reminder will pop up to confirm whether you wish to continue or not. By clicking "Yes" you acknowledge that system can not turn it off back to the previous one currency only version. Multicurrency function will be remained in system after it has been turned on.
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How to add Currency
Once Multicurrency function has been turned on, Currency function will appear under Settings > Accounts. Double click it, you may find Currency List and further options like adding new currency or inactivate one of the currency in the list.
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1.Go to Settings > Accounts;
2.Click on Currency;
3.Choose Add New to add new currency or inactivate a list curreny by double click in;
4.Please make sure the right home currency has been selected.
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How to issue an invoice with Multicurrency
It would be preferred if you setup the currency option for each customer first (Customer list > select Customer > Financial Details), then once you’ve selected that customer in the Invoice section, the pre-set currency will display by default.
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However, if there are no currency settings pre-set in the Customer profile, you may still adjust the currency for each invoice, with the exchange rate manually input against the Home Currency, which is Australian Dollar set by default.
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1. Select Customer from Customer List
2. Select the Currency before selecting any inventory items and inputting exchange rates against Home Currency.
3. Once you’ve selected an inventory item pre-saved in Q6, the selling price will be changed into the selected currency according to the exchange rate entered.
4. If you select an inventory item before changing the currency and exchange rate, then the selling price for each item should be manually changed accordingly.
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