Multi currencies

Introduction ››
Parent Previous Next






Multi currencies
 

 

CRM-Express Professional can handle multi currencies.


To use multi currencies you have to do the following.


1. Setting your base currency


The base currency is the currency in which you want your reporting done. It is usually the currency you use in your home country but not always.


To set your base currency, to the following

     From the Main Tab, select Options on the Ribbon bar

     Select General Options from the left menu on the Dialog

     Select your base currency



2. Setting your default invoice currency


The default invoice currency is the currency in which you normally invoice to your clients. It is only a suggested value as you can change it when entering the invoice.


To set your default invoice currency, to the following

     From the Main Tab, select Options on the Ribbon bar

     Select General Options from the left menu on the Dialog

Select your default invoice currency


3. Set your default exchange rates


The default exchange rates are the rates which CRM-Express will recommend when you enter the invoice details.


To set the default exchange rates, do the following

     Click on the Maintain Lists menu option just below the ribbon

     Click on Currency Information

     Enter the exchange rates relative to your base currency



4. Using multi currencies in invoicing


To use multi currencies in invoices, do the following

     Click on the Order Desk tab on the ribbon

     Click on New to start a new invoice

     Select a contact and click on OK

     In the Exchange Rate box, click on the dropdown (1) to select the exchange rate code for the invoice.

     If the exchange rate that is displayed is not the current rate, change it in (2) below


graphic


Now you can enter your invoice details.


IMPORTANT:  Prices on and discounts are always entered and reported on in the local currency.

You can see what the invoice amounts will be in Foreign Currency by clicking on the Foreign Currency button on the Ribbon