Configure a currency

  1. Go to the Currencies (CM202000) window.
  2. Click .
  3. In the General settings area, specify the following parameters:
    1. In the Currency ID field, specify the ID for a new currency.
    2. Optional: In the Currency symbol field, specify a symbol for a new currency.
    3. Optional: In the Decimal precision field, specify the number of digits following the decimal point to be used in operations with the currency that you configure.
    4. Optional: In the Description field, enter the description of the currency.
    5. Select the Use for accounting check box to use the currency for financial transactions.
      Once this check box is selected, the General ledger account fields become available for editing.
  4. Specify the required General ledger accounts (and subaccounts, if any) in the appropriate fields.
    For details, see:
  5. Click .
  1. Go to the Currencies (CM202000) window.
  2. In the General settings area, in the Currency ID field, select a currency which settings (the list of General ledger accounts) you want to copy and use for a new currency.
  3. Click , and select Copy.
  4. Click .
  5. In the General settings area, specify the following parameters:
    1. In the Currency ID field, specify the ID for a new currency.
    2. Select the Use for accounting check box.
      Once you have selected this check box, the area of the window, on which general ledger accounts should be specified becomes available for editing.
  6. On the window toolbar, click Clipboard, and click Paste.
    The general ledger accounts fields have been filled in automatically.
  7. In the General settings area, specify the remaining parameters:
    1. Optional: In the Currency symbol field, specify a symbol for a new currency.
    2. Optional: In the Decimal precision field, specify the number of digits following the decimal point to be used in operations with the currency that you configure.
    3. Optional: In the Description field, enter the description of the currency.
  8. Click .

Parent topic
Configure currencies - overview

Related concepts
About currency setup parameters
About currency rounding rules
Overview of translations
About general ledger revaluations