To ensure accurate financial documentation, enter your bank details for each currency. This information will automatically populate on Sales Orders and related sub-documents. You can also rename currencies for internal reference, a feature especially useful if you manage multiple price lists for the same currency.
Single Currency Users
You can add up to 10 bank accounts for each currency.
- Currency Name - This is for your internal reference only. It helps you identify currencies, especially if you have multiple price lists for the same one.
- Currency Symbol - This is the symbol that will appear on your documents, such as invoices and sales orders.
- Bank Account Details - Enter the relevant details for the bank account associated with this currency.
- Default Account - If you have multiple bank accounts for a single currency, select which one you want to be the default.
- Add Additional Accounts - You can also add multiple bank accounts for each currency as needed.
Multi-Currency Users
Additional currencies and price lists are available as an optional add-on to your current plan.
For more information, please contact us at [email protected].
Edit Currency and Price List Information
You can easily update a currency's name and add your bank details by clicking on the desired currency.
