The list of currencies your company uses. For each one it holds the symbol and the name of its small unit, for example Rupees / Rs / Paisa, or US Dollar / $ / Cent.
When to use it
Your base currency is set up when your company is created. Add another currency only if you deal in foreign money and want it available for display.
Before you start
You need an admin role.
Where to find it
Masters > Others > Currency.
The fields on this screen
| Section | Field (on screen) | What to enter | Required |
|---|---|---|---|
| Currency | Currency Name | Name of the currency, such as Nepali Rupee. | Yes |
| Currency | Currency Symbol | Symbol shown against amounts, such as Rs. | Yes |
| Decimal Portion | Currency Name for Decimal | Name of the sub-unit, such as Paisa for a Rupee or Cent for a Dollar. | Yes |
| Decimal Portion | Currency Symbol for Decimal | Short form for the sub-unit, such as p for Paisa. | Yes |
Adding a record
- Open Masters > Others > Currency.
- Click Add / New.
- Fill in all four fields.
- Click Save.
Changing or deleting a record
- To edit, open the currency from the list, make the change and Save.
- Take care when deleting a currency that amounts are shown in. Do not remove your main currency.
Worked example
To add US Dollar: Currency Name "US Dollar", Symbol "$", Decimal Name "Cent", Decimal Symbol "c".
Tips and common mistakes
- Names and symbols must be unique. You cannot add two currencies with the same name or the same symbol.
- This screen does not store exchange rates. It only describes the currency for display.
Related guides
- None. Currency is a standalone reference list.