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Locate the setup menu under Settings > Global System Settings > Currency codes Codes and ratesRates
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Please reach out to your WorkBook administrator or your Consultant if you cannot find the module/menu. |
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REVIEW COMPANY CURRENCY
Each company has only one company currency (or base currency) and this can only be set once when you create a new company.
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Company: shows the list of companies that you have created in WorkBook system
Base currency: shows the base currency set up against the relevant company
Rate table: shows the rate table set up against the relevant company. It is similar to the base currency, the rate table can only be selected once when you create a new company. Refer to the ‘Rate table’ section below for more information.
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RATE TABLE SETUP
The rate table is used for keeping the currencies and currency rates. The system always has a ‘DEFAULT’ rate table created as the initial setup.
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Click ‘Yes’ to continue deleting the rate table.
Click ‘No’ to cancel the action.
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CURRENCY SETUP
This is where you can set up the currencies that will be used in WorkBook system.
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Note: you can’t delete the currency after adding it but you have the option to block it from being used by selecting the checkbox ‘Blocked’ mentioned above.
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CURRENCY RATE SETUP
This is where you can update and maintain the currencies' rates of the relevant rate tables.
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The upper grid is now updated with the latest rate that has just been entered.
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