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How can I manage the currencies?

Currency

In bexio you can enter new currencies or manage existing ones. Currencies can be managed under "Settings - All settings - Functions & modules - Currencies".

 

The overview lists all currencies currently configured in bexio. Enter a new currency by pressing the "New currency" button.

 

The entry or name is then immediately available for use as a currency. We recommend using the official currency code (in the example: Indian rupees).

You can also assign a rounding factor and then create the new currency by pressing "Save".

 

If you want to delete a currency, open it by left clicking the currency in the overview and then pressing "Delete".

 

Exchange rates

To find out how you can add different exchange rates for these currencies relative to the default currency, please read "Exchange rates and automatic conversion".

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