Maintain currencies
IT Manager Practice Admin
This category is made up of two sub categories – Currencies and Currency Rates. It is used by the system to provide currency options against clients and to calculate balances within DRS and within fees.
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Select Admin > Categories from the menu.
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Select Main Categories from the list.
- Expand Currency Maintenance which consist of two elements Currencies (used to create the different currencies available in the system ) and Currency Rates (the current exchange rate for each currency).
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Complete the required information, then click Save. See the following tables for details.
Currency
| FIELD | DESCRIPTION |
| Currency | Enter the Currency code. |
| Description | Enter a description for the currency. |
| Symbol | Enter the currency symbol that should be used. |
| Euro | This field is no longer required. |
| Rate Default | This indicates the exchange rate that should be applied against the system base currency. |
| Units | Enter the plural description for the main unit of currency, for example, Dollars. |
| Unit | Enter the singular description for the main unit of currency, for example, Dollar. |
| Fractions | Enter the plural description for the fractional unit of currency, for example, Cents. |
| Fraction | Enter the singular description for the fractional unit of currency, for example, Cent. |
Currency Rate
| FIELD | DESCRIPTION |
| Currency | Select the currency the rate should apply to from the drop-down menu. |
| Date | Enter the date that the new rate should be effective from. |
| Rate | Enter the new exchange rate that should be applied. |