Adding a Currency

  1. Click the link
    1. A blank Currency is shown in the right screen (title of the page = New Currency)
  2. Select the required Abbreviation
    1. the red ‘required’ indicator is removed
    2. the Name is filled automatically
  3. If needed, adjust the name Name
  4. Set the rate
  5. Select the desired Symbol value
  6. Set the desired Decimals, Separators and Symbol position
  7. Click ‘Save’
    1. The changes are saved
    2. The PMS shows a green bar on top, indicating saving was successful
    3. The Currency is closed
    4. The new currency is added to the list under ‘active’

Editing a Currency

  1. In the list, click the Currency that needs editing
    1. The details are shown in the right part of the screen (title of the page = the name of the currency)
  2. Change the required fields
    1. The Abbreviation can not be changed
    2. If a new exchange rate is needed, type in the new exchange rate. The new exchange rate will be saved and the history will be shown.
  3. Click ‘save’
    1. The changes are saved
    2. The PMS shows a green bar on top, indicating saving was successful
    3. The Currency is closed

Deactivating a Currency

  1. In the list, click the Currency that needs to be deactivated
    1. The details are shown in the right part of the screen (title of the page = the name of the currency)
  2. On the bottom click ‘Deactivate’
    1. The PMS shows a warning and asks for confirmation
  3. In the warning box, click ‘yes’
    1. The warning box is closed
    2. The PMS shows a green bar on top, indicating deactivation was successful
    3. The Currency is deactivated and only visible in the list when ‘inactive’ is selected

Reactivating a Currency

  1. In the list, select ‘inactive’
    1. All deactivated Currencies are displayed
  2. Click the Currency that need to be activated
    1. The details are shown in the right part of the screen (title of the page = the name of the Currency)
  3. On the bottom click ‘Activate’
    1. The PMS shows a warning and asks for confirmation
  4. In the warning box, click ‘yes’
    1. The warning box is closed
    2. The PMS shows a green bar on top, indicating deactivation was successful
    3. The Currency is closed and only visible in the list when ‘active’ is selected

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