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Working with Software Modules

Currency Management

A Currency is a unit of exchange, facilitating the transfer of goods and services. It is the form of money which serves as a dominant medium of exchange.

To create currency for business transactions, click on “Masters > Currency”, the following options will be displayed:

 

Currency Creation

To Create Currency for business transactions, click on “Masters > Currency > Currency Creation”, the following screen will be appeared:

Currency Creation

Currency Creation screen contains the following fields:

  • Currency Name: Enter the name of currency to be created.

  • Currency Symbol: Enter the symbol of currency. For Example: Symbol for Dollar is $.

  • Abbreviation: Enter the short form of currency.

  • Sub Currency: Enter the sub-currency of the currency. For Example: Cent is the sub-currency of Dollar ($).

  • Decimal Places: Select the decimal place of the currency as 0,1,2,3.

  • Comments: Enter the special note about the currency.

After entering all the details, click on “Save” button to save the information.

The following buttons are used in Currency Creation Form:

  • Add: To add new entry.

  • Save: To save the data.

  • Cancel: To cancel particular operation.

  • Edit: To edit existing records.

  • Delete: To delete the record.

  • Exit: To exit from current window.

  • List: To generate a list of all existing records.

If you want to view the detail of any currency record then select that currency from the list and press Enter or Double click.