How do I add a currency?

Modified on Tue, 10 Dec, 2024 at 2:59 PM

  Important:

You must be a system administrator in order to access this functionality.

Enabling a New Currency 

Access the Settings

  1. Navigate to the Setup Cog: Located in the bottom left corner of your dashboard.
  2. Open Settings: Click on the setup cog, and from the dropdown menu select "Settings" 

Navigate to the Currency Tab

  1. Go to the Currency Tab: Within the Settings View, locate and click on the "Currency" tab to manage your currency settings.

Add a New Currency

  1. Choose a Currency: Browse through the All Currencies list in the left-hand column. Select the one you'd like to make Available to your organisation by clicking on it so it changes colour.
  2. Move the Currency to Your List: Click on the right-facing arrow button to move your chosen currency to the "Available Currencies" list.

Confirm 

  1. Check to ensure the currency has been moved to the "Available Currencies" list.

 

To Enable All Currencies

  1. Select the Transfer All button, represented by two arrows facing right 
  2. All currencies are transferred to the Available to your organisation list

 

 

 

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article