Accountants Enterprise with Practice Manager only
To add or edit currency rates open the Currency Rates page by selecting Maintenance > Currency > Currency Rates.
To add a new currency rate
Select Maintenance > Currency > Currency Rates on the main menu or Maintenance > Maintenance Map > Currency > Currency Rates. The Currency Rates page opens.
In the first blank row of the table enter the:
Unit — generally 1 (one), to represent the base currency.
From Currency — the code of the base currency.
Exchange Rate — the conversion rate in decimals.
To Currency — the currency you are converting to.
Date — when the exchange rate becomes effective.
Click OK to save the information and close the Currency Rates page.
To edit a currency rate
Select Maintenance > Currency > Currency Rates on the main menu or Maintenance > Maintenance Map > Currency > Currency Rates. The Currency Rates page opens.
Edit the currency rate.
Click OK to save the information and close the Currency Rates page.
To delete a currency rate
Select Maintenance > Currency > Currency Rates on the main menu or Maintenance > Maintenance Map > Currency > Currency Rates. The Currency Rates page opens.
Select the currency rate row to be deleted.
Press [Delete]. A Confirm Currency Rate Deletion message is displayed.
Click OK to save the information and close the Currency Rates page.
