Add a Currency

Add a Currency

• You can add different world currencies to the system which can be used in Products, Invoices.

Step1. Add a Currency

(In this example we will be adding the South African Rand)

• Navigate to Settings-Finance-Currencies

• Click on Create.

• Provide details for your currency.

 - The ISO Code number for the South African Rand = "ZAR" (If it was American Dollar it should be "USD") Here is a website with the world currency codes: https://taxsummaries.pwc.com/glossary/currency-codes

• Click on Save when finished.

Step2. Use it in a Product

• When you create a Product, you must provide the currency. (https://app.switchtransact.com/finance/products/create)

Step3. Use it in Invoices

• When you create a Product, you must provide the currency. (https://app.switchtransact.com/finance/documents/invoices/create).