Title
Currencies
Tags
Report
Accounts
Taxes

Currencies Page

Currencies

Overview: The Currencies Page allows administrators to manage different currencies used within the system. Each currency includes specific attributes such as code and exchange rate, which are crucial for financial consistency across multi-currency operations.

1. Currency Table

  • Name: The name of the currency (e.g., US Dollar, Euro).
  • Code: The unique currency code (e.g., USD, EUR).
  • Initial Rate: Exchange rate relative to the base currency.
Currency Table Screenshot

2. Filter Option

  • Filter: Allows searching currencies by name.
Filter Option Screenshot

3. Adding Option

  • Create: Adds a new currency.

4. Input Fields

  • Name: Currency name (e.g., US Dollar).
  • Code: Currency code (e.g., USD).
  • Initial Rate: Exchange rate relative to base currency.

5. Actions

  • Save: Saves currency information.
  • Backtolist: Returns to currency list view.
Currency Form Screenshot

6. Navigating the Currency Table

  1. View Details: Review currency name, code, and initial rate.
  2. Pagination Controls: Navigate with « ‹ 1 2 › » buttons.
Pagination Screenshot

7. Deleting Currencies

  1. Select Currencies: Mark checkboxes next to desired rows.
  2. Delete Selected: Click delete to remove them.
  3. Confirm Deletion: Confirm before proceeding.
Delete Currency Screenshot

Frequently Asked Questions

Q: Can deleted currencies be restored?

A: No. Deleted currencies cannot be recovered.

Q: What is the Initial Rate column for?

A: It indicates the currency's exchange rate relative to the system base.

Q: How many currencies are displayed at once?

A: Up to 5 records appear per page by default.

Troubleshooting and Support

Problem: Filters do not return results.

Solution: Ensure correct input. Try resetting the filter.

Problem: Pagination controls are unresponsive.

Solution: Refresh the page or check internet connectivity.

Problem: Error when deleting currencies.

Solution: Ensure selections are made before deleting.

For help, contact [email protected].