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