Editing an existing currency

You can edit any aspect of an existing currency, but we suggest only editing the exchange rate once a month before you roll-over and close off your month and change the spot rate for every transaction.

Watch this video to see how to edit an existing currency or follow the steps below it.

Navigate to the correct window

  1. Navigate to System / Exchange Rates.

Edit the currency

  1. Change the desired information in the corresponding column, any column can be edited.
In order to edit information, activate the column by pressing the spacebar on your keyboard.

Save the changes

  1. Click the Accept button.
  2. Check that a confirmation window has appeared with the following message: The exchange rates have been updated successfully.
  3. Click the OK button.
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