Difference between revisions of "How do I view an amount in a different currency?"
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== Summary == | == Summary == | ||
| − | The following article explains how to view a total in any Point of Sale Screen in an alternative currency. | + | The following article explains how to view a total in any Point of Sale Screen in an alternative currency. |
| − | + | ||
== More Information == | == More Information == | ||
=== Configuration === | === Configuration === | ||
| − | In order to use the conversion function, you need to configure Platinum with the correct Currency rates required. Click [[How do I set up currency translation?|here]] to set up the currency translation, and [[How do I | + | In order to use the conversion function, you need to configure Platinum with the correct Currency rates required. Click [[How do I set up currency translation?|here]] to set up the currency translation, and [[How do I add a new currency?|here]] to add a new currency. |
| − | You may also need to apply a country code and/or currency code to a [[How to | + | You may also need to apply a country code and/or currency code to a [[How to deal with sales to EU countries and V.A.T. reporting|customer]] or [[How do I deal with purchases from EU countries and V.A.T. reporting?|supplier]] account. |
=== In Use === | === In Use === | ||
| − | From any | + | From any item value in the system, press{{KeyPress|A-E}} |
| + | |||
| + | {{Example|text=From a unit price of a stock code, a unit 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. | ||
| + | |||
| + | {{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. | ||
== See also == | == See also == | ||
* [[How do I set up currency translation?]] | * [[How do I set up currency translation?]] | ||
| − | * [[How do I | + | * [[How do I add a new currency?]] |
| − | * [[Dealing with | + | * [[Dealing with currency accounting in Platinum?]] |
| − | * [[How do I | + | * [[How do I reconcile foreign currency accounts?]] |
| + | * [[How do I add a new country?]] | ||
| − | {{KB_Tags| | + | {{KB_Tags|exchange, rate, currency, euro, conversion, exchange rate, convert, dollar, usd, gbp, eur, foreign, overseas, sale}} |
| − | {{ | + | {{How}}{{Hint}}{{KB_SL}}{{ZN_Accounts}}{{ZN_Admin}} |
Latest revision as of 05:35, 19 June 2019
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 unit 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 reconcile foreign currency accounts?
- How do I add a new country?
