Currency Configuration
Currency Configuration
The Agiliron system can be configured for use with any currency by following the steps in this section. The default currency is set to US Dollars ($).
The default exchange rate for all transactions is determined in this module, however, the exchange rate can be changed per transaction (Quotes, Sales Orders, Sales Returns, Purchase Orders) as needed.
Users can also set the Default Currency for PriceBooks, Vendors, and Customer Accounts which will then be automatically selected when transactions are created.
Note: Transactions are exported to QuickBooks in the currency that has been set for the transaction (ie: Sales Order in AUD will export to QuickBooks as AUD, etc.)
Navigate to Settings > Currency Configuration to begin.
Click the + Add New Currency button to add new currency types.
Enter the following fields:
- Currency Name
- Currency Code
- Currency Symbol
- Exchange Rate
Click the red checkmark icon when finished.
To change the default currency, change the following fields:
- Currency Name
- Currency Code
- Currency Symbol
Click Save to save all changes to this module.
Updated about 2 months ago