Manage Countries/Currencies

Country and currency codes are assigned to a unit for reporting purposes. The ISO Country and Currency codes are pre-populated in the system and can be updated and deleted using the Manage Countries and Manage Currencies screens in the System folder of the Administration area. You can create additional countries and currencies as needed.

To import country and currency codes, complete the appropriate fields on the #CUR# Currencies and #COU# Countries sheets in the Import Categories template. For more information on importing, refer to the Importing Templates documentation.

 

Screen Entry Fields

Country Code and Name

•The country code is user-defined and can be any combination of alpha and numeric characters, including spaces, up to 60 characters. The country code and name can be edited after the code is created.
•At this point you may designate Mass State rates. Enter the Beginning Deferred and Ending Deferred Rates and Current Tax Rate.

 

Currency Symbol and Name

•The currency symbol is user-defined and can be any combination of alpha and numeric characters, including spaces, up to 60 characters. The currency symbol and name can be edited after the code is created.
•The currency symbol appears in the header of reports in the local currency view.
•At this point you may designate Global State rates. Enter the Beginning and Ending FX Rates and Weighted FX Rate.