Configure: How to Edit/Add Currency

Modified on Thu, 10 Nov 2022 at 02:06 PM

Step 1. Navigate to the Company Detail - Configure Page and click Currency

Navigate to the Company Detail by clicking Profile - Configure. Choose the List Tab and Select "Currency"

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Step 2: Edit

Add: When you add a new currency, you will need to include the Currency Name and the Currency Conversion Rate (to USD).

IMPORTANT:

Deleting or changing values on this list does not impact any current records. The new values from the list will be used moving forward but no updates are performed on records already created.

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Edit Prompt

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IMPORTANT:

Deleting or changing values on this list does not impact any current records. The new values from the list will be used moving forward but no updates are performed on records already created.