Use the Currencies dialog box to set up the currencies you want to use for costs. To display this dialog box, choose Admin, Currencies. The top portion of the Currencies dialog box contains the following elements:
Display Options bar: Click to search for a currency or print the list of currencies.
Base: Indicates the currency used to store costs in the database. You cannot mark or clear this checkbox. The base currency can be edited but not deleted. The base currency ID, name, and symbol default to U.S. dollars. The exchange rate for the base currency is always 1.0.
Currency ID: The identifiers for all defined currencies.
Currency Name: The names of all defined currencies.
Currency Symbol: The symbol used to identify each defined currency.
Exchange Rate: The exchange rate between the selected currency and the base currency.
The lower portion of the Currencies dialog box is divided into the following tabs:
- General tab - Currencies dialog box
- Appearance tab - Currencies dialog box
In addition, the following buttons are always available in the Currencies dialog box:
Add: Adds a new currency.
Delete: Deletes the selected currency.
Note
- You cannot delete the base currency; however, you can change its ID, name, and symbol to that of a different currency to use as your base. For example, to change the base currency to euros, select the base currency, type the ID for euros, enter euros as the name, and specify the currency symbol used to identify euros.