Assign currencies to foreign customers and suppliers

International transactions > Setting up multiple currencies > Task 5: Assign currencies to foreign customers and suppliers

Task 5: Assign currencies to foreign customers and suppliers

The currency used to make a transaction is determined by the currency assigned to the customer card or supplier card you are using.

A card can only use a single currency, so if you deal with a customer or supplier in multiple currencies, you will need to create a separate card for each currency.

note : A card with transactions

Note that you cannot change the currency of a card that you have already used in a transaction. You will need to create a new card for the customer or supplier. Any transactions recorded for a card will be in the currency linked to the card.

1	Go to the Card File command centre and click Cards List. The Cards List window appears.

2	Click the zoom arrow () next to the required card to display the Card Information window and then click the Profile tab.

3	In the Currency field, type or select the currency you want to assign to the card. (The local currency is selected by default.)

4

5	Repeat this procedure for each card that you want to assign a currency, then click Close.

▪	Exchange rates

▪	Tracking currency gains and losses

▪	Set up records for foreign currency

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