Currency & Exchange Rate File: Difference between revisions

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=== Currency code ===
=== Currency code ===
Unique code assigned to the currency.


{{Codes}}
{{Codes}}


=== Currency name ===
=== Currency name ===
Name of the currency as you would want it to be referred to throughout the system. eg, USD, US Dollars,etc.


On this field you specify the name of the currency as you would want it to be reffered to throughout the system. eg, USD, US Dollars,etc.
Enter currency name.
 
=== ISO 4217 code ===
 
ISO 4217 is an international standard describing three letter codes to define the names of currencies established by the International Organization for Standardization (ISO).
 
This field is updated with the ISO 4217 code of the currency.


=== Subunit name ===
=== Subunit name ===
Name of the subunit of the currency,eg.cents for USD, fils for AED,etc.


On this field you specify the name of the subunit of the currency,eg.cents for USD, fils for AED,etc.
Enter Subunit Name.


=== Decimals ===
=== Decimals ===
Select the decimal points depending on the subunit of the currency. You can either choose '.00' or '.000'.


Here you can select the decimal points depending on the subunit of the currency. You can either choose '.00' or '.00'.
For currencies divided into 100 subunits select '.00' as decimals, eg.UAE Dirham, US Dollar,etc


For currencies divided into 100 subunits select '.00' as decimals, eg.UAE Dirham, US Dollar,etc and for currencies divided into 1000 subunits select '.00' as decimals, eg.Omani Riyal, Kuwaiti Dinar, Tunisian Dinar, etc.
For currencies divided into 1000 subunits select '.000' as decimals, eg.Omani Riyal, Kuwaiti Dinar, Tunisian Dinar, etc.


=== Payment instructions ===
=== Payment instructions ===
See [http://userwiki.neosys.com/index.php/Setting_up_and_Configuring_NEOSYS_Generally#Configuring_Payment_instructions Configuring Payment Instructions]


Here you can specify the payment instructions as they should appear on the invoice.
=== Exchange rates ===
The exchange rate of the currency against the base currency.


NEOSYS picks up the first available payment instructions from the following locations and ignores any instructions in the later files.
Specify the exchange rates of the currency.  


#Client file
Currency exchange rates vary from time to time and NEOSYS allows us to keep track of these variations with a date reference. We can add lines to this option and enter the date along with the exchange rate.
#Currency file
#Company file
#Configuration File
 
If, following the normal rules, the payment instructions are "NONE" then the instructions are blank.
 
=== Exchange rates ===


Here you specify the exchange rates of the currency. This option shows the exchange rate of the currency against the base currency.
=== Alias codes ===


Currency exchange rates vary from time to time and NEOSYS allows us to keep track of these variations with a date reference. We can add lines to this option and enter the date along with the exchange rate. The schedule would only pull up the exchange rate with the latest date.
See [http://userwiki.neosys.com/index.php/Agency_FAQ#What_are_alias_codes_in_NEOSYS.3F What are alias codes]

Latest revision as of 11:19, 7 August 2014

Currencyandexchange.jpg

Currency code

Unique code assigned to the currency.

Codes are short abbreviations given to records under various files in the NEOSYS database. Codes are easier to remember and information pertaining to a particular record can be pulled up by entering its code. It cannot be more than 8 alphanumeric characters.

NEOSYS advises users to use the 4 letter coding system in order to ease the complex task of assigning different codes to various records. See Codes in NEOSYS.

Currency name

Name of the currency as you would want it to be referred to throughout the system. eg, USD, US Dollars,etc.

Enter currency name.

Subunit name

Name of the subunit of the currency,eg.cents for USD, fils for AED,etc.

Enter Subunit Name.

Decimals

Select the decimal points depending on the subunit of the currency. You can either choose '.00' or '.000'.

For currencies divided into 100 subunits select '.00' as decimals, eg.UAE Dirham, US Dollar,etc

For currencies divided into 1000 subunits select '.000' as decimals, eg.Omani Riyal, Kuwaiti Dinar, Tunisian Dinar, etc.

Payment instructions

See Configuring Payment Instructions

Exchange rates

The exchange rate of the currency against the base currency.

Specify the exchange rates of the currency.

Currency exchange rates vary from time to time and NEOSYS allows us to keep track of these variations with a date reference. We can add lines to this option and enter the date along with the exchange rate.

Alias codes

See What are alias codes

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