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Foreign Currencies

The Foreign Currencies feature in Manager.io allows you to create and manage a list of foreign currencies for your business transactions. This guide will walk you through the steps to access the Foreign Currencies screen and add new foreign currencies to your account.

Accessing the Foreign Currencies Screen

To access the Foreign Currencies screen:

  1. Navigate to the Settings Tab
    From the main dashboard, click on the Settings tab in the left-hand menu.

  2. Click on Currencies
    In the Settings menu, select Currencies.

    Settings
    Currencies
  3. Open Foreign Currencies
    Within the Currencies screen, click on Foreign Currencies to view and manage your list of foreign currencies.

Adding a New Foreign Currency

To create a new foreign currency:

  1. Click on New Foreign Currency
    In the Foreign Currencies screen, click the New Foreign Currency button.

    Foreign CurrenciesNew Foreign Currency
  2. Enter Currency Details

    • Currency Code: Enter the ISO currency code (e.g., USD for US Dollars).
    • Currency Name: Provide the name of the currency.
    • Exchange Rate: If applicable, enter the exchange rate relative to your base currency.
  3. Save the Currency
    After entering all necessary details, click Create or Save to add the new foreign currency to your list.

Managing Existing Foreign Currencies

You can manage your existing foreign currencies by:

  • Editing a Currency: Click on an existing currency in the list to update its details.
  • Deleting a Currency: Use the delete option next to a currency to remove it from your list.

By following these steps, you can effectively manage foreign currencies within Manager.io, ensuring accurate financial records for transactions involving multiple currencies.