Settings: Currencies

Purpose

Currencies manages currency master data and exchange rates.

Access

• Login required.
• Typically Owner only.

Main Features

• Search: “Search code/name/symbol…”
• Add currency: + Add button in the header
• Edit / Delete on each currency
• Auto-update rate toggle (if available)

Currency Form (Add / Edit)

Common fields:

• Code — required (example: IDR)
• Name — required (example: Rupiah)
• Symbol — required (example: Rp)
• Rate — required (number, example: 1)
• Auto update rate — ON/OFF

Tips

• For your primary currency (e.g., IDR), rate is usually set to 1.