To search for currency enter name or shortcode and click the Search button. The result will be displayed in the same dialog window.
Create New Currency
- Select the New button to create a new currency.
- Enter free text Name and shortcode in the dialogue box. Select Active tick box if the currency is to be used.
Once the parameters are defined select the Save button and the information is committed to the database and the new entry will appear in the existing list of items. To discard a new item prior to save select the Cancel button and the information will be removed and the window closed.
Edit 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 tick box to the left of the currency name and select the Edit button. The currency details will appear in a new window and can be edited as required. If more than one currency is selected then each item will appear 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.
Copy 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 tick box to the left of the item and select 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.
Delete Existing Currency
Currency that are no longer required can be deleted using the following procedure.
Indicate the currency that is to be deleted by selecting the tick box to the left of the item and select the Delete button. The currency is removed from the database and is no longer visible in the list of available items.