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.

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