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Admin – Currencies
- Currencies must be activated before they will update the exchange rates in BOS.
- Statuses are set as follows:
- 0: Inactive.
- 1: Active: All currencies with Active statuses are updated daily.
- 2: Active (Local): Indicates the currency is used as a local currency.
- Only Active Currencies are updated daily on the Master > Admin Database shortly after midnight in the time zone of the Local Currency.
- The update time zone is set in the Currency module.
- Currencies are updated from the Master Database to the Client’s Local Database on the first login of the day. (Check for the last update date < today.)
- Where a currency is used across multiple time zones, the first time zone is used.
- The Exchange Rate allows up to 16 decimals.
Navigation: BOS Tools > Currency (Menu Tile)
How to Activate a Currency
Currencies must be activated before their Exchange Rates will be updated in BOS.
- Navigate to the Currency interface.
- Click Edit (button).
- Click the arrow in the block next to Filter and select Show All.
- Right click the currency you want to add and select Activate from the context menu.
- If the currency is going to be a Local Currency, right-click the currency and select Set to Local from the context menu.
How to Remove a Currency from Local Currencies
Currencies must be activated before their Exchange Rates will be updated in BOS.
- Navigate to the Currency interface.
- Click Edit (button).
- Click the arrow in the block next to Filter and select Active (local).
- Right click the currency you want to remove and select Remove from Local from the context menu.
How to Edit a Currency
- Navigate to the Currency interface.
- Click Edit (button).
- Make any changes.
- Click Save (button).
How to Change a Currency’s Time Zone
- Navigate to the Currency interface.
- Right click the applicable Currency and select Change Timezone from the context menu.
- Select a new zone from the dropdown list next to Update Timezone.
- Click OK (button).
How to Deactivate a Currency
- Navigate to the Currency interface.
- Right click the applicable currency and select Deactivate from the context menu.
- Note: If a currency is set as a Local Currency, you must first deactivate the local currency setting before you can deactivate the currency.
- Confirm the deactivation.