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Currencies

The Currencies section allows you to view and manage the currencies available on the platform and define their formatting information.

Currencies list

Figure 1. Currencies list

Currencies List

Records can be viewed using the All, Active, and Inactive views.

Name

Identifies the registered currency.

Symbol

Displays the symbol associated with the currency.

Full Name

Displays the full name of the currency.

ISO Numeric Code

Displays the ISO numeric code associated with the currency.

Decimal Places

Indicates the number of decimal places configured for the currency.

Rounding

Indicates the rounding configuration used for currency amounts.

Status

Indicates whether the currency is active or inactive.

Available Actions

Group By

Allows you to organize records according to the selected grouping criteria.

Search

Allows you to locate currencies within the list.

Filter

Allows you to apply filters to the available records.

New Currency

Allows you to register a new currency.

Edit

Allows you to modify the information of the selected currency.

Delete

Allows you to delete the selected currency.

Create Currency

The New Currency option allows you to register a new currency and define its configuration.

Create Currency

Figure 2. Create Currency

Currency Details

Name

Allows you to define the name used to identify the currency.

Symbol

Allows you to define the symbol associated with the currency.

Full Name

Allows you to enter the full name of the currency.

ISO Numeric Code

Allows you to enter the ISO numeric code corresponding to the currency.

Formatting Information

Decimal Places

Allows you to define the number of decimal places used to represent amounts.

Rounding

Allows you to define how amounts corresponding to the currency are rounded.

Status and Configuration

Active

Allows you to define whether the currency is active.

info

The Name field is required.

Actions

Create

Creates the currency using the entered information.

Create and Create Another

Saves the current record and starts the creation of a new one.

Cancel

Closes the form without creating the currency.

Once created, the currency becomes available in the Currencies list for viewing and management.