Use the Currency tab of General Company Settings to assign currencies to your companies. These currencies are available in drop-down lists for
Currency fields on forms throughout Vision. You can also specify a triangulation currency. This tab only displays if you enabled the Multicurrency feature.
After you select your currencies, you can set up Daily and Period Exchange rates for the currencies.
Contents
| Field | Description |
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| Enabled Currencies Drop-down
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Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. When the Print Preview form displays, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display.
Not all options are available on all grids.
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| Code
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From the drop-down list of all available currencies, select the three-letter code for the currency that you want to add (enable).
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| Description
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This field displays the description for the enabled currency.
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| Functional Currency
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This field displays the functional currency for the company. The functional currency is determined when you first enable the Multicurrency feature and cannot be changed.
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| Triangulation Currency
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Select the currency Vision uses to perform a triangulation through an intermediate currency, if a direct or inverse exchange rate is not available. See the discussion of "Triangulation Currency and Exchange Rates" in the Concepts help for related information.
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