Managing Currency Configuration
This guide explains how to manage currency configurations in Funderr. Currency configuration allows you to specify the currencies in which your organization operates. This is essential for managing financial transactions, reporting, and ensuring compliance with accounting standards.
1. Understanding Currency Configuration
Currency configuration involves defining the currencies that your organization uses for financial transactions. You can add, modify, or deactivate currencies as needed. This is critical for financial data and reporting. All available Managing Organization Settings are included
2. Accessing the Currency Configuration Settings
To access the Currency Configuration settings screen, follow these steps:
2.1 Navigate to Organization Settings: Follow the steps to access the Organization Settings screen (Admin -> Organization). See topic Managing Organization Settings.
2.2 Click Currency Configuration: From the list of organization settings, click "Currency Configuration."
See the Currency configuration.
3. See and add currencies
Once you've accessed the Currency Configuration screen, you can view and create available currencies. Here, perform the following actions
3.1 Manage and create or Manage currencies available .
The Currency Configuration screen is accessible: * Add/Edit.
Add or Manage a currency
To add a currency:
There is an option to see options in Manage Currencies
There is a drop-down and actions to select and create the options.
