Currencies

Currencies

CURRENCIES


This is a list of currencies available to use in the system. If you won’t be selling or buying internationally, the default currency of USD has been added for you and no changes will be necessary. To use multiple currencies, you must enable this feature in the Features tab.

Note: Once enabled, this feature may not be disabled.


Creating / Adding a currency in CustomBooks™


ADDING CURRENCY


To add Currency,

      1. Go to Lists → Currencies.
      2. Click Create button.
      3. Add the Description, Numeric code and Alphabetic code.
      4. Setup and assign GL accounts.
      5. Click Save and Close.


    • Related Articles

    • Lists and Settings

      Other Lists and Settings Countries – comes pre-loaded for you. This list may be added to, changed or deleted if necessary. States – come pre-loaded with the 50 United States. May be added to, changed or deleted as necessary. Currencies – This is a ...
    • Multi-Currency

      Multi-Currency CustomBooks™ enables you to run your business around the world with its multi-currency features. Here’s how to get started. Enabling Multi-Currency Navigate to Settings → General. Check the Multi-currency box. Please note: Once this ...
    • Multi-currency Balance Sheet Report (extension)

      Introduction Now available with multiple currencies, CustomBooks™’s Balance Sheet report gives business owners the ability to manage the company's assets, liabilities and shareholders equity in the default or target currencies. Installation Please ...
    • Multi-currency A/R Aging Report (extension)

      Introduction Now available with multiple currencies, CustomBooks™’s standard A/P Aging Report helps business owners manage the payables process by allowing them to switch between their default and target currencies. Installation Please see this ...
    • Multi-currency Financial reports (extension)

      Multi-currency reporting offerings include the Income Statement, Balance Sheet, A/P Aging, A/R Aging, and General Ledger reports Introduction Now available with multiple currencies, CustomBooks™’s Financial Reports are available in multi-currency ...