Equotix One supports different currencies and fetches exchange rates online to ensure that you always have access to the most accurate values.
To set up Currencies, open your Dashboard and head over to
Settings > Currencies
Fetching Currency Rates
To manually fetch the latest currency rates, click on the refresh button
If there are any changes to the exchange rates, they will be automatically reflected in the system.
Adding New Currency
To add a new currency, click on the '+' button
You will need to provide the details for the following fields.
The breakdown of the fields are as follow
| Field | Usage |
| Currency Code |
The currency code which would be used to retrieve the value. Do refer to the list of available currency codes available |
| Symbol Left | The symbol that will appear on the left side of the price |
| Symbol Right | The symbol that will appear on the right side of the price |
| Decimal Place | The number of decimal place for the currency |
| Value |
The rate of the configured currency. This field can be left empty if you do not know the rate of the currency. Set the value to 1 if you intend to use this currency as your default currency. |
Note: Do not assign a fixed value to the currency as it will be overwritten when the new rates are being fetched.
Deleting of Currency
To delete existing currencies, select the currencies that you want to delete, followed by the "trash" icon. This will remove the selected currencies from the system.
In the example above, both 'AUD' and 'CAD' will be removed.
Note: You will not be able to delete the currency that is configured as your company's default currency. You will have to change the default currency to a different currency before you are able to delete it.
Comments
0 comments
Article is closed for comments.