Difference between revisions of "How do I view an amount in a different currency?"
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* If necessary, enter the amount in the account currency to convert this to your base currency. | * If necessary, enter the amount in the account currency to convert this to your base currency. | ||
− | {{Warning|text | + | {{Warning|text=Please remember all values in Platinum 'must' be entered in your base currency.}} |
* Press {{KeyPress|F2}} to insert the converted figure into the current value field. | * Press {{KeyPress|F2}} to insert the converted figure into the current value field. |
Revision as of 09:29, 19 September 2017
Summary
The following article explains how to view a total in any Point of Sale Screen in an alternative currency.
More Information
Configuration
In order to use the conversion function, you need to configure Platinum with the correct Currency rates required. Click here to set up the currency translation, and here to add a new currency.
You may also need to apply a country code and/or currency code to a customer or supplier account.
In Use
From any item value in the system, press<Alt+E>
From a unit price of a stock code, a vehicle price, a Purchase Ledger Invoice amount etc. |
- This will bring up the currency converter screen which, as long as the correct currency code has been applied to the given account, will show the amount in the account currency and its corresponding amount in the base currency e.g. Pounds at the pre-set exchange rate.
- If necessary, enter the amount in the account currency to convert this to your base currency.
Please remember all values in Platinum 'must' be entered in your base currency. |
- Press <F2> to insert the converted figure into the current value field.
See also
- How do I set up currency translation?
- How do I Add a New Currency?
- Dealing with Currency Accounting in Platinum?
- How do I Add a New Country?