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Currency Exchange Rate

The Currency Exchange Rate form is where you track all the different currencies your company uses when buying or selling goods.  Throughout the program you will see Currency ID combo boxes that will list all the available currencies you have entered into this form.  You can set the default Currency ID you wish to use in the Setup Tab of the Company Preferences form so you do not always have to enter a Currency ID each time you use a form that it is on.  It is important to keep this form accurate with up to date exchange rates, so that the appropriate amount is charged when selling or buying each day.  When you use a Currency ID other than your default currency you will notice that the total fields on the form you are using the foreign currency on will display a different background color as to what was setup in the Company Preferences form.  This helps you visually tell that you are using a currency other than your normal currency.

 

If you do not need to use the Currency Exchange Rate for a foreign currency you must at least enter your home currency in this form.  If you live in the United Sates or Canada you should already have a default currency for that country when you create a new data file.  For all other countries make sure that you enter the number 1 for the actual rate, buy rate and sell rate.  This way VisionCore will not calculate anything different for currency.

 

Then make sure you set the default Currency ID in the Company Preferences form to your home currency.

 

The Ellipse button before the Currency ID when clicked will open the Currency Exchange Rate History form.

 

Toolbar Buttons

Toolbar Buttons perform an action on the current record like adding, deleting or saving.

Bullet PointThe New button will move the cursor to a new line where you can add a new currency exchange rate.

Bullet PointThe Save button will save the selected record.

Bullet PointThe Undo button will cancel out the last change/s done to the record reverting it to its older state.

Bullet PointThe Print button will open the Currency Exchange Rate Preview, which allows you to review and print.

Bullet PointThe Export button will allow you to export the search results to your desired file type namely: HTML, PDF, RTF, Text and Excel.

Bullet PointThe Symbol button will open the Symbols form where you can add additional symbols in the symbol combo box.

Bullet PointThe Close button will close the Currency Exchange Rate form.

 

Press F1 or click F1-Help button at the bottom left corner of the form for help on what this form is all about.