Lookup - Currency

Currency

Currency Code is the three-letter alphabetic codes that represent the various currencies used throughout the world. When combined in pairs, they make up the symbols and cross rates used in currency trading. Currency Code is used in:

Note:
US Dollar (USD) is the default currency used in Xin 365. It cannot be edited or deleted. All the che conversion rate is the percentage of your defined currency towards USD (US Dollar).

Create a Currency Code

1. On the left menu, choose Setting > Lookup > Currency Code. Click on New button on the top right of the page.

Add a Currency Code

2. Enter the information, choose Save Changes to save the record.

Column Description
Currency Code The three-letter alphabetic codes that represent the various currencies used throughout the world.
Currency Name The name of the Currency.
Conversion Rate The percentage of the currency towards USD (US Dollar).
Seq Set the sequence of the Currency Code listing. When showing in the dropdown option the Currency Code record will be listing based on the sequence value in ascending.
This is default selected Only 1 record can be set as default selected. When showing the Currency Code listing in dropdown option, the record which has been set as default selected will be auto selected as the default option value.

Edit a Currency Code

1. Choose the blue color edit button of the record you want to update from the Currency Code Listing.

Edit a Currency Code

2. The detail information of the Currency Code record will be shown. Make modification and choose button Save Changes.

Delete a Currency Code

1. Choose the red color delete button of the record you want to delete from the Currency Code Listing.

Delete a Currency Code

2. On the popup confirmation message box, choose Confirm to proceed delete the record.

Delete a Currency Code Confirmation

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Previous topic: Tax Code

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