How To: Change Currency
Table Of Contents
Khaos Control allows you to set the currency used for a customer or supplier account. This determines the currency used when processing transactions for that account.
Only users with the 'HQ' User Permission can change a customer or supplier currency.
Important Warning
You can only change a customer's currency if they have no transactions recorded against their account.
If transactions already exist, the currency cannot be changed. In these circumstances, it is recommended that you create a new customer record with the correct currency.
Change a Customer Currency
- Open a Customer screen (show me how).
- Load the required customer record.
- Enter edit mode by:
- Pressing Alt + E, or
- Clicking the Edit button.
- Open the [ Detail | Financial ] tab.
- In the General section, select the required currency from the Currency drop-down list.
- Save the record.
What Happens if Transactions Exist?
If you attempt to change the currency for a customer that already has financial transactions recorded, Khaos Control will display the following message:
"There are transactions recorded against this company record. Cannot change currency."
The currency will remain unchanged.
To use a different currency for future transactions, create a new customer record and assign the required currency before processing any transactions.
Additional Information
- Users must have the 'HQ' User Permission to change customer or supplier currencies.
- Currency changes are only available while editing the record.
- Customer records with existing transaction history cannot have their currency amended.
- The same permission requirements apply when changing a supplier currency.