Task 5: Assign currencies to foreign customers and vendors

The currency used to make a transaction is determined by the currency assigned to the customer card or vendor card you are using.

A card can only use a single currency, so if you deal with a customer or vendor in multiple currencies, you will need to create a separate card for each currency.

note : A card with transactions

You can’t change the currency of a card that you have already used in transactions. You will need to create a new card for the customer or vendor. Any transactions recorded for a customer or vendor card will be in the currency linked to the card.

1	Go to the Card File command center and click Cards List. The Cards List window appears.

2	Click the zoom arrow () next to the required card to display the Card Information window.

3	Select the Profile tab.

4	In the Currency field, type or select the currency you want to assign to the card or click the search icon () to make a selection from the currency list. (The local currency is selected by default.)

5

Click OK.

6	Repeat this procedure for each card that you want to assign to a foreign currency.

7	Click Close.

Related Topics

■	Exchange rates

■	Tracking currency gains and losses

■	Setting up multiple currencies