View source for Currency

{{Module Introduction|Currency|Accounting}} provides the ability to [[#Create a currency|create alternate currencies]] and set the conversion rate between the home currency and the alternate currency. Currency rates can be imported and updated from QuickBooks. Currency rates can also be [[Imports_and_Exports#List_of_imports_and_exports|manually imported]] or imported on a [[Schedule#Create_Scheduled_Task|schedule]]. Both the {{Module|Sales Order|Currency conversion}} and the {{Module|Purchase Order|Currency conversion}} support currency conversion. If [[#MODULE_OPTIONS|currency conversion is enabled]] in Fishbowl and multi-currency is enabled in QuickBooks, orders will export to QuickBooks with the alternate currency set. QuickBooks automatically creates separate Accounts Receivable and Accounts Payable accounts for each currency that is in use.

==Module buttons==

{{Module Button|New}} [[#Create a currency|creates a new currency]].

{{Module Button|Save}} saves any changes made to the currency that is currently open.

{{Module Button|Delete}} deletes the currency that is currently open.

{{Module Button|Import|Update}} will import [[#Update_currency_rates|updated currency rates]] from the [[Accounting_Integration|accounting integration]].

{{Default Buttons}}

==Create a currency==

Follow the steps below to create a new currency.

# Open the {{Module|Currency}} and click the {{Button|New}} located on the module toolbar.<br>[[File:Create New Currency.png]]
# Select the '''Country''' of the alternate currency.
# If needed, modify the '''Name''' and '''Code'''.
# Enter the '''Rate''' to convert the home currency to the alternate currency and then click '''Save'''.

{{EditDeleteInactivate|currency}}

==Update currency rates==

Currency rates can be updated using any of the following methods.
* Click the {{Button|Import|Update}} in the {{Module|Currency}} to import updated currency rates from the [[Accounting_Integration#Integration|accounting integration]].
* [[Schedule#Create_Scheduled_Task|Create a scheduled task]] to import updated currency rates from the [[Accounting_Integration#Integration|accounting integration]].
* Update currencies using the [[Imports_and_Exports#List_of_imports_and_exports|'''Currency''' CSV import]].

==Currency conversion for purchase orders==

To see the currency conversion features available in the '''Purchase Order''' module, see [[Purchase Order#Currency conversion|Purchase Order Currency Conversion]].

==Currency conversion for sales orders==

To see the currency conversion features available in the '''Sales Order''' module, see [[Sales Order#Currency conversion|Sales Order Currency Conversion]].

{{Module Options:Currency}}