Currencies List View

This view shows all the currencies that can be used in transactions.

Overview

How currencies work in each module is explained on Currency Reference.

Warning

Before adding a currency, make sure it is activated by QuickEasy. Otherwise, no exchange rates are available.

Button	Description
Add/Edit	Adds a currency or edits the currencies.
Save	Saves any changes.
Actions	The options are: Change Local Currency: Lets you select a different currency as the local currency. Update Currencies: Updates the Exchange Rates (needed when a new currency is created).
Output	Export: Exports the list in .xlsx, .htm or .csv format.
Menu	Layout

Info

Fields marked in blue (✎) can be edited.

Field	Description
Top Row	When you click Add/Edit (button), the top row becomes editable so that you can add a currency.
ID	A system-generated number for the currency.
Code	The internationally recognised code for the currency (e.g. EUR).
Description	The currency’s description (e.g. Euro).
Major	The name of the notes or major currency (e.g. Euros). This name is used to write the amounts in words on forms such as invoices.
Minor	The name of the coins or minor currency (e.g. Cents). This name is used to write the amounts in words on forms such as invoices.
Local	A checkbox. If checked, the currency becomes the local currency. Only one currency can be the local currency at any time.
Local Currency > CUR	The amount of foreign currency that one unit of the local currency can buy.
CUR > Local Currency	The amount of local currency that one unit of the foreign currency can buy.
Created	The date on which the currency was created.
@ (Time Created)	The time at which the currency was created.
Updated	The date on which the currency was last updated.
Updated By	The user who last updated the currency. Blank if the currency was updated automatically.
@ (Time Updated)	The time at which the currency was last updated.
	A context menu (also opened by right-clicking an entry). Lets you delete the currency if it is unused. A currency used in transactions or in item prices cannot be deleted: a “Delete Failed.” message names where it is used.