{"id":24361,"date":"2024-06-12T13:31:45","date_gmt":"2024-06-12T11:31:45","guid":{"rendered":"https:\/\/docs.prim.io\/modules\/finance\/settings-finance\/currencies\/"},"modified":"2024-06-12T13:31:45","modified_gmt":"2024-06-12T11:31:45","slug":"currencies","status":"publish","type":"page","link":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/finance\/settings-finance\/currencies\/","title":{"rendered":"Currencies"},"content":{"rendered":"\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"\u041d\u0430\u0441\u0442\u0440\u043e\u0439\u043a\u0430 \u043d\u0430 \u0432\u0430\u043b\u0443\u0442\u0438 \u0438 \u0432\u0430\u043b\u0443\u0442\u043d\u0438 \u043a\u0443\u0440\u0441\u043e\u0432\u0435 \u0432 Prim.bg\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/fbkphL4EwWM?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n<p>Interface for managing the currencies used in the system and their rates.<\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1919\" height=\"868\" src=\"https:\/\/docs.prim.io\/content\/uploads\/2022\/04\/exchange.png\" alt=\"\" class=\"wp-image-20852\" srcset=\"https:\/\/docs.prim.io\/content\/uploads\/2022\/04\/exchange.png 1919w, https:\/\/docs.prim.io\/content\/uploads\/2022\/04\/exchange-768x347.png 768w, https:\/\/docs.prim.io\/content\/uploads\/2022\/04\/exchange-1536x695.png 1536w\" sizes=\"(max-width: 1919px) 100vw, 1919px\" \/><\/figure>\n\n<p>On the screen you see Header (1), Tabs (2) and Lists (3) currencies, exchange rates and exchange rate types.<\/p>\n\n<p>In the Header (1) you see the <span class=\"btn icon-plus-circled\">Currency<\/span>, <span class=\"btn icon-plus-circled\">Exchange Rate<\/span> and <span class=\"btn icon-plus-circled\">Rate Type<\/span> buttons which you use to add a currency, exchange rate and rate type. You can update a current fixing from the BNB or for a specific period.<\/p>\n\n<h3 class=\"wp-block-heading\">Currencies<\/h3>\n\n<p>Nomenclature of currencies used. You can perform the following actions on the list:<\/p>\n\n<ul><li>&#8220;BNB&#8221; &#8211; The moment you have already created a new currency, the next step is to synchronize the exchange rate. For this purpose we use information from the BNB.<\/li><li>Edit &#8211; edit currency<\/li><li>Delete &#8211; delete currency;<\/li><li>Backup\/Activate &#8211; backup\/activate currency.<\/li><\/ul>\n\n<p>BGN, EUR and USD are preset in the system. It only makes sense to add another currency if you are going to have such transactions.<\/p>\n\n<h3 class=\"wp-block-heading\">Currency exchange rates<\/h3>\n\n<p>  You can perform the following actions on the list:<\/p>\n\n<ul><li>Add + &#8211; Enter an exchange rate with a specific value for each currency.<\/li><li>Reaction &#8211; edit exchange rate;<\/li><li>Delete &#8211; delete an exchange rate;<\/li><li>Backup\/Activate &#8211; backup\/activate a currency rate.<\/li><\/ul>\n\n<p><strong>Fixing<\/strong> &#8211; mandatory exchange rate. It is used in all modules for storing the exchange rates against those of the BNB.<\/p>\n\n<h3 class=\"wp-block-heading\">Types of exchange rates<\/h3>\n\n<p>The types of exchange rates serve for.<\/p>\n\n<p>  You can perform the following actions on the list:<\/p>\n\n<ul><li>Reaction &#8211; edit exchange rate type;<\/li><li>Delete &#8211; delete a currency rate type;<\/li><li>Archive\/Activate &#8211; archive\/activate a currency rate type.<\/li><\/ul>\n\n<p><strong>Fixing<\/strong> &#8211; a compulsory service type of exchange rate. It is used in all modules for storing the exchange rates against those of the BNB.<\/p>\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p>Note: other Exchange Rates and Exchange Rate Types only make sense to create if there is specific functionality developed in the particular PRIM implementation that requires their creation.<\/p><\/blockquote>\n","protected":false},"excerpt":{"rendered":"<p>Interface for managing the currencies used in the system and their rates. On the screen you see Header (1), Tabs (2) and Lists (3) currencies, exchange rates and exchange rate types. In the Header (1) you see the Currency, Exchange Rate and Rate Type buttons which you use to add a currency, exchange rate and [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":23642,"menu_order":4,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Currencies - PRIM.IO RESOURCE CENTRE<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/finance\/settings-finance\/currencies\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Currencies - PRIM.IO RESOURCE CENTRE\" \/>\n<meta property=\"og:description\" content=\"Interface for managing the currencies used in the system and their rates. 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