Currency Console Guide

This page provides a complete guide to the Currency section of the Namirasoft ERP Console. Currencies are the money units your books are kept in, and you define each one here before using it on branches and journal entries. This guide explains every field on the Currency form.

What Is a Currency?

A currency is a unit of money, such as the US Dollar, the Euro, or the Iranian Rial. In Namirasoft ERP a currency records the name, symbol, and minor unit of that money so amounts are displayed and calculated correctly throughout your books.

 

Why Currencies Matter

Because a business can transact in more than one currency, each amount needs to carry the currency it belongs to. Defining your currencies once, with the correct symbol and minor unit, keeps every figure clear and lets the system convert between currencies when you report.

 

How Namirasoft ERP Handles Currencies

You register each currency you use, then set a default currency on every branch and choose a currency on each journal entry line. Exchange rates between currencies are managed separately in the Currency Exchange section, so conversions always use a rate you control.

 

Overview of Currency Fields and Options

The sections below explain each field on the Currency form so you can define your money units accurately.

• ID (String): This is the unique identifier automatically assigned to the currency by Namirasoft ERP when it is created. You do not enter this value; it is used internally to reference the currency.

• User ID (Namirasoft Account’s ID): This is the unique ID of the Namirasoft Account that created the currency. It links the record to the user who owns it for access control and history.

• Name (String): This is the full name of the currency, such as US Dollar or Euro. It is shown wherever the currency is listed, so use the name your team recognizes.

• Symbol (String): This is the short symbol used to display amounts, such as $, €, or £. It appears next to figures throughout your reports.

• Fraction Name (String): This is the optional name of the currency’s minor unit, such as Cent for the Dollar or Penny for the Pound. It is used when amounts are shown or spelled out in full.

• Fraction Value (Number): This is the optional number of minor units that make up one whole unit, for example 100 when one Dollar equals one hundred Cents. It sets how many decimal places the currency uses.

• Enabled (Boolean): This controls whether the currency is active and available for new records. Turn it off to retire a currency you no longer use while keeping past transactions intact.

• Description (String): This is an optional note where you can explain when or where the currency is used.

• Created At (DateTime): This shows the exact date and time the currency was created. It is set automatically and does not change.

• Updated At (DateTime): This shows the last time the currency was edited. It helps you track when the record was last maintained.