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Configure Frequent Currencies

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2 min readUpdated

Administrator Guide › Configuration › Company

Frequent Currencies — Configurations › Company › Frequent Currencies

Overview

Frequent Currencies is the Company configuration area used to maintain currency records that are commonly used by the organization. Administrators use this page when setting up the currencies available for company transactions and reference data. Each currency record is identified by a Code, Name, and Symbol.

Before you start

Sign in to the application before accessing Frequent Currencies. You must be able to access Configurations, Company, and Frequent Currencies.

Note: The currency entry form enforces required-field validation. Complete the required Code, Name, and Symbol values before finalizing a new entry.

Steps

  1. From the main navigation, select Configurations, select Company, and then select Frequent Currencies.

  2. Review the existing currency records in the Frequent Currencies list. The list displays the following columns:

    ColumnDescription
    CodeThe currency identifier.
    NameThe currency name.
    SymbolThe currency symbol.

  3. To configure an additional frequent currency, select New.

  4. Complete the required currency information:

    • Enter the required Code.
    • Enter the required Name.
    • Enter the required Symbol.
    • Use only underscores (_), hyphens (-), and periods (.) where the form applies its restricted character validation.

  5. Complete the new currency entry in the form.

Warning: Do not leave required currency values blank. The form displays This Field Is Required validation when mandatory information has not been entered.

Tips & cautions

Tip: Use a consistent Code format so currency records can be identified reliably in Company configuration.

Note: Review the existing Code, Name, and Symbol values before adding a currency to avoid creating a duplicate reference entry.

Troubleshooting

  • A required-field validation message appears → A mandatory currency value is blank → Enter values for Code, Name, and Symbol.

  • A character-format validation message appears → A value contains characters that are not accepted by the form → Use only underscores (_), hyphens (-), and periods (.) where the restricted character rule applies.

  • Frequent Currencies cannot be accessed → The user is not signed in → Sign in and navigate through Configurations > Company > Frequent Currencies.

Result

The Frequent Currencies configuration page is available for reviewing and adding company currency reference records.

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