Currency

Currency master is required for foreign currency transaction.

 

 

Working with Currency in RealBooks

Creating of Currency

STEP 1: Go to Masters ⇒ Accounts ⇒ Currency ⇒ Create

STEP 2: Once you click on Create, Currency Master creation page will appear.

Fill the appropriate details in the given fields:

Currency Name  : The name of currency.

Symbol  : The symbol denoting the currency.

Decimal Name  : The name used for the decimal place value in the currency.

STEP 3: Click on save to create the currency.

Viewing of Currency

STEP 1: Go to Masters ⇒ Accounts ⇒ Currency ⇒ View

STEP 2: Once you click on view option, Currency Master View option appears, wherein you can view the complete list of currency, as displayed below:

Editing of Currency

STEP 1: Go to View option as above and click on the pencil icon to edit any currency.

STEP 2: Once you click on edit, currency master update appears, wherein you can edit the details. Once you have edited the details, click on save button to update the same.

Deleting of Currency

STEP 1: Go to View option as above and click on the cross icon .

STEP 2: On clicking the same a warning message pop-up appears on screen, which once confirmed the currency will be deleted.