Multi-Currency

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

  1. Navigate to Settings → General.
  2. Check the Multi-currency box.

Please note:  Once this feature has been enabled, it may not be disabled.


Enabling Multi-Currency


Add Currencies and Exchange Rates

  1. Navigate to Lists → Currencies.
  2. Click Create.
  3. Click Add from the Currency List.
  4. Choose the currency from the list.
  5. Add a symbol, if desired (optional)
  6. Add a Accounts Receivable, Accounts Payable, Customer Prepayments A/R and Vendor Prepayments A/P accounts.
  7. Click Save and Close.


Adding new Currencies and Exchange Range


Using Currencies

On Sales Orders and Sales Invoices, choose the Currency tab and select the currency for this document. Please note:

      ★ The base currency is chosen in Settings → General.
      ★ Exchange rates are updated automatically each hour, as long as the currency has the "auto update exchange rates" box selected.
      ★ Once the Multi-currency feature has been enabled it may not be disabled.

    • Related Articles

    • AccountingSuite™ Release Updates: Data Import Tool, Cloud Payroll, Cloud Banking, Multi-Currency: Jack Russell 3: 08/24/2023

      Data Import Tool improvements to the user interface and experience. In the Mapping Preview, the pagination buttons have been moved to the bottom of the page. You can now upload a new file without restarting the whole tool. Header fonts have been ...

    • 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 ...

    • Enable Pop-up Windows

      Recommended Browsers Enabling browser pop-up windows is essential for accessing your CustomBooks™ account. When you log in and open a client or company account, the application opens in a new tab. If pop-ups are disabled, the account won't open, ...

    • How to add external accountants to your account in CustomBooks™

      Adding an External Accountant or Bookkeeper Collaborating with an external accountant or bookkeeper is essential for maintaining accurate financial records and ensuring compliance. CustomBooks™ simplifies this process by allowing you to seamlessly ...

    • Using Multi-location

      The Multi-Location Features With CustomBooks™ multi-location features, create unlimited inventory locations that may be flat or hierarchical and track inventory as wide or as detailed as is needed – from Warehouse down to Bin. CustomBooks™ comes ...