Currency

Use the Currency function to set up currencies for Traverse. If you do not use multicurrency (that is, you have not installed the Traverse multicurrency add-on for this company), use this function to verify that your company's base, or functional, currency is set up correctly.

Note: Actual numeric formatting throughout Traverse is controlled by the Regional & Language Options available on the Windows Control Panel. The selections you make on the Currency screen apply only to checks. To change the currency symbol, symbol placement, decimal character, and thousands separator used to format currency values in Traverse, use the Regional & Language Options dialog box within the Windows Control Panel. You can also open this dialog box by selecting International from the Workstation Configuration menu.

Creating a Currency Record

  1. Click the New button, on the toolbar, to open a blank currency record.
  2. Enter a new currency ID in the Currency ID field.
  3. Enter a description of the new currency ID in the Description field.
  4. Enter the number of decimal digits used for the currency in the Number of Decimal Digits field.
  5. Enter the decimal character used for the currency in the Decimal Character field.
  6. Enter the thousands separator used for the currency in the Thousands Separator field.
  7. Enter the currency symbol used for the currency in the Currency Symbol field.
    Note: You can enter some currency symbols directly by holding down the Alt key while pressing the correct ANSI key sequence. Use the key sequences below for some of the common currencies.
    8. Currency Symbol Key Sequence
    Pound Sterling £ Alt+0163
    Euro € Alt+0128
    Yen ¥ Alt+0165
  8. Select the symbol placement (where the currency symbol is located in relation to the numbers, i.e. before or after the numbers) used for the currency from the Symbol Placement field.
  9. Click the Save button, on the toolbar, to save the new currency record.

Editing a Currency Record

  1. Select a currency to edit from the Currency ID field.
  2. Edit the fields as necessary.
  3. Click the Save button, on the toolbar, to save any changes made to the currency.

Deleting a Currency Record

  1. Select a currency to delete from the Currency ID field.
  2. Click the Delete button, on the toolbar, to delete the selected currency record.
  3. Click Yes at the "Are you sure you want to delete selected record(s)?" prompt.