InfiniSuite ERP
  • Using the Product
  • Overview
    • Getting Started
    • Enter Account Beginning Balances
    • Enter Bank Statement Opening Balances
    • Enter Vendor Beginning Balances
    • Enter Customer Beginning Balances
    • Enter Inventory Beginning Balances
    • Enter Opportunities
    • Enter Open Quotes
    • Enter Subscription Beginning Balances
    • Enter Open Sales Orders
  • Transactions
    • Overview
    • Bills
    • Cash Sales
    • Checks
    • Customer Payments
    • Deposits
    • Generate Recurring Customer Invoices
    • Generate Subscription Invoices
    • Invoices
    • Item Adjustments
    • Item Receipts
    • Journal Entry
    • Opportunity
    • Pay Bills
    • Print Checks
    • Print/Send
    • Quote
    • Reconciliations
    • Recurring Invoices
    • Sales Orders
    • Subscriptions
  • Lists
    • Chart of Accounts
    • Classes
    • Currencies
    • Items
    • Notes
    • Tasks
    • Terms
    • Units
    • Pick Lists
  • Relationships
    • All Relationships
    • Contacts & Leads
    • Customers
    • Employees
    • Other Names
    • Manufacturers
    • Competitors
    • Partners
    • Prospects
    • Salespeople
    • Vendors
    • Addresses
  • Reports & Dashboards
    • Reports
    • 1099 Detail
    • AP Aging Detail
    • AR Aging Detail
    • AP Expenses
    • Bank Register
    • Balance Sheet
    • Check Payment Detail
    • Check Register Report
    • Customer Balances
    • Customer Balance Detail
    • Customer Payment Detail
    • Deposit Summary Report
    • Financial Transactions
    • Financial Transactions Detail
    • General Ledger Report
    • Income Statement
    • Inventory Balance Detail
    • Invoice Register Report
    • Item Price List
    • Item Receipt Detail Report
    • On Hold Transactions
    • Opportunity Detail Report
    • Reconciliation Statement
    • Quote Detail
    • Sales By Customer
    • Sales By Customer Summary
    • Sales Order Detail Report
    • Sales Tax Detail
    • Subscription Detail Report
    • Trial Balance
    • Vendor Balance Detail
    • Vendor Balances
    • Dashboards
    • Financial Dashboard
  • Setup
    • Company Setup
    • Sales Taxes
    • Sales Tax Groups
    • 1099 Setup
    • 1099 Form Setup
    • User Setup
    • User Role Setup
    • My Settings
    • System Info
    • Error Log
    • Script Log
    • Activity Log
  • Currency
    • Overview
    • Currency
    • Currency Rate
    • Currency Rate Type
    • Lists and Relationships
    • Transactions
    • Realized Gains/Losses
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  1. Currency

Transactions

If Use Currency is checked in Company Setup, you may enter currency information in the transaction applications.

Follow these steps to enter currency information:

  1. Begin a New transaction and select the appropriate list or relationship value (account, customer, vendor or employee).

  2. Click on transaction Currency tab. If the customer or account has a default currency and or rate type setup, it will default in the Currency and Rate Type fields respectively.

  3. The transaction date will be used to lookup the exchange rate and find the appropriate effective exchange rate.

  4. Make any changes to the default transaction currency information.

  5. Once you have saved the transaction, click on the Entries tab in the transaction to see the transaction amounts (general ledger impact) in the base currency.

Currency entry is supported in the following transactions:

  1. Journals

  2. Deposits

  3. Checks

  4. Bills

  5. Vendor Payments

  6. Invoices

  7. Recurring Invoices

  8. Cash Sales

  9. Subscriptions

  10. Opportunities

  11. Quotes

  12. Sales Orders

  13. Customer Payments

  14. Generate Customer Recurring Invoices

  15. Generate Subscription Invoices

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Last updated 5 years ago