To find the currency, click this icon:
To search for currency, enter THE name or shortcode then click the SEARCH button. The results will be displayed in the same dialog window.
Creating a new Currency
- Select the NEW button to create a new currency.
- Enter the free text Name and Shortcode in the dialogue box. Select the Active check box if the currency is to be used.
- Once the parameters are defined, select the SAVE button. The information is committed to the database and the new entry appears in the existing list of items. To discard a new item prior to saving, select the CANCEL button. The information will be removed and the window closed.
Editing an existing Currency
Once a currency is added to the list, it can be amended using the following procedure. Indicate the currency(s) to be amended by selecting the checkbox to the left of the currency name and selecting the EDIT button. The currency details appear in a new window and can be edited as required. If more than one currency is selected, each item appears in a separate window and can be edited in turn. Once the required amendments have been made, select the SAVE button to commit the changes to the database.
Copying an existing Currency
A currency can be copied to create a new currency using the following procedure. Indicate the currency that is to be copied by selecting the checkbox to the left of the item and selecting the COPY button. The Edit dialogue window is displayed and the new parameters can be entered. Once the parameters have been defined, select the SAVE button to commit the changes to the database. The changes can be discarded by selecting the CANCEL button and the parameters will not be committed to the database.
Deleting an existing Currency
Currency that is no longer required can be deleted using the following procedure. Indicate the currency that is to be deleted by selecting the checkbox to the left of the item and selecting the DELETE button. The currency is removed from the database and is no longer visible in the list of available items.