Quick Jump Menu
Advanced Search Search the Knowledgebase
Add Multi-Currency
Author: Bruno Reference Number: AA-08094 Views: 46 Created: 2018-03-20 10:28 Last Updated: 2018-05-30 17:31 0 Rating/ Voters

MULTI CURRENCY

 

Sage One supports multi-currency transaction and user can choose to use live exchange rates from the European Central Bank (ECB), which updated daily so it will always be using the most up-to-date rate or user can set their own currency rate. User can also track any losses or gains as a result of changes in the rate. 

Prerequisite: Make sure the multi-currency module has been activated and set in Sage One

Check your Multi Currency Module

Step 1: Administration à My Profile à Number of Multi-Currency Licenses.

Step 2: If there is no Multi Currency activation, Go to Upgradeà Insert Multi-Currency to purchase/activate à Nextà Proceed with the payment transaction.

Step 3: Your Multi-Currency will be activated accordingly.


Set Multi Currency 

Step 1: Go to Companyà Change Company Settingà Multi-Currency

Step 2: By default, the company is set to the Country home currency (depending on the country that is registered to)

Step 3: Click on Add Currency to add currency.

Step 4: Click on edit to edit currency. User can change the currency rate while creating the transactions.

Step 5: Click on Save.


Set Customer/ Supplier currency

Step 1: Go to Customer à Add a Customer / List of Customer to set the currencyà Save.

Step 2: Go to Suppliers à Add a Suppliers / List of Suppliers to set the currencyà Save.


Create Transactions in Multi Currency

System will automatically show the real-time currency rate or user can click on Change Rate to customize the rate.

User can do this in all the transaction through Sage One.




Attachments
MULTI CURRENCY.pdf 0.4 Mb Download File
Rss Comments
  • There are no comments for this article.
Info Add Comment
Nickname: Your Email: Subject: Comment:
Enter the code below: