Task 5: Assign currencies to foreign customers and vendors

The currency used to make a transaction is determined by the currency assigned to the customer card or vendor card you are using.

A card can only use a single currency, so if you deal with a customer or vendor in multiple currencies, you will need to create a separate card for each currency.

note : A card with transactions

You can’t change the currency of a card that you have already used in transactions. You will need to create a new card for the customer or vendor. Any transactions recorded for a customer or vendor card will be in the currency linked to the card.

Go to the Card File command center and click Cards List. The Cards List window appears.

Click the zoom arrow (

) next to the required card to display the Card Information window.

Select the Profile tab.

In the Currency field, type or select the currency you want to assign to the card or click the search icon () to make a selection from the currency list. (The local currency is selected by default.)

Click OK.

Repeat this procedure for each card that you want to assign to a foreign currency.

Click Close.