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Currency Settings

The basic currency used throughout the account and other currencies to be used are determined here.

How to Add Currency?​

A new currency can be created by clicking the "Add New" button from the Settings page, from the Company Settings menu, from the Preferences tab, from the Currency Preferences section.

Main Menu > Settings > Company Settings > Preferences > Currency Preferences > Add New

How to Edit Added Currency?​

The desired adjustments can be made by clicking the pen icon next to the currency you want to edit, from the Settings page, from the Company Settings menu, from the Preferences tab, from the Currency Preferences section.

Main Menu > Settings > Company Settings > Preferences > Currency Preferences > Edit

How to Delete Added Currency?​

The currency can be deleted by clicking the "Delete" button in the window that opens by clicking the pen icon next to the currency to be deleted from the Settings page, Company Settings menu, Preferences tab, Currency Preferences section.

Main Menu > Settings > Company Settings > Preferences > Currency Preferences > Edit > Delete

Fields in the Add Currency Form​

  • Currency: The currency to be added is selected from the list.

  • Type: This is the field where the automatic calculation of the exchange rate or the application of a fixed exchange rate for the selected currency will be determined.

*Note: Automatic exchange or manual (fixed) exchange rate can be determined for the selected currency. For manual (fixed) exchange rate, by clicking on the date information, the exchange rate value and the date range that it will be valid can be determined.*

*Note: Status of the added currency is automatically added passively. It can be activated and the currency can be used within the application.*