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Changing currency defaults

Updated this week

To change the default Analysis Codes for a specific currency, please follow the steps below:
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Ribbon style menu:

  1. Go to the System tab and then Currencies.

  2. Use either the Find function or the Previous/Next arrows to find the currency to change

  3. Click on the Edit button on the taskbar at the top of the screen.

  4. Click the Defaults button on the taskbar. This will open a window that has four tabs (Sales, Purchase, Nominal, Stock)

  5. Select the relevant tab.

  6. Clear the fields to change and then add in the new codes.

  7. Select the Save button on the Currency Defaults window.

  8. Select the Save button on the Currency record.


Classic/Module Menus style menu:

  1. From the main menu, select System Control, Currency, Trading Currencies.

  2. Use either the Find function or the Previous/Next arrows to find the currency to change

  3. Click on the Edit button on the taskbar at the top of the screen.

  4. Click the Currency Defaults button on the taskbar. This will open a window that has four tabs (Sales, Purchase, Nominal, Stock)

  5. Select the relevant tab.

  6. Clear the fields to change and then add in the new codes.

  7. Select the Save button on the Currency Defaults window.

  8. Select the Save button on the Currency record.

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