Currency List - Documentation Acosys

Used By

operations admins according to menu access rights

Data Type

master

Search Keys

Code, Name

When to Use This Form

When the company uses a new currency in purchasing, sales, payments, or reports.
When a currency's symbol or default exchange rate needs updating.
When an old currency is no longer used and needs to be deactivated from transaction options.

Before You Start

Make sure the currency code follows the company standard, for example IDR, USD, or SGD.
Set the exchange rate carefully because multi-currency transactions read this rate as the reference.

Workflow

Open Settings / Language & Regional / Currency List.
Enter the currency code, name, and symbol.
Enter the exchange rate as the initial reference for multi-currency transactions.
Make sure the Active status is correct so the currency only appears when it may actually be used.
Save, then check transactions that use that currency.

Key Fields

Field	Explanation for Users	Status
Code `id`	Currency code, for example IDR or USD.	Required
Name `name`	Currency name shown in transaction options and reports.	Required
Symbol `symbol`	Currency symbol shown on money values, for example Rp or $.	Required
Exchange Rate `rate`	Reference rate for converting multi-currency transaction values.	Optional
Active `isactive`	Active determines whether the data can still be selected in transactions.	Optional

Details and Relations

This form has no detail table. The data is saved directly from the main fields.

What Happens After Saving

Active currencies can be selected in transactions that support multi-currency.
Changing the exchange rate can affect the calculation of subsequent transaction values.
Deactivating a currency prevents users from selecting it on new transactions.
If any data is not valid, the application rejects the save and shows a validation message.

Common Problems

Currency cannot be saved: check the code, name, symbol, exchange rate, and the validation message.
Currency does not appear in transactions: check the active status and user access rights.
Conversion value is wrong: check the saved rate and the rate used in the transaction.

Available Fields

The following list summarizes the fields available on the form. Rarely used fields are still listed so they are easy to look up during training or support.

Field	Explanation for Users	Status
Code `id`	Currency code, for example IDR or USD.	Required
Name `name`	Currency name shown in transaction options and reports.	Required
Symbol `symbol`	Currency symbol shown on money values, for example Rp or $.	Required
Exchange Rate `rate`	Reference rate for converting multi-currency transaction values.	Optional
Active `isactive`	Active determines whether the data can still be selected in transactions.	Optional

User Checklist

Currency code, name, and symbol are correct. The reference rate has been checked. Active status matches transaction use. The currency is ready for multi-currency transactions.

Menu Location

Settings / Language & Regional / Currency List
/form/currencies