Activate currencies

Modified on Mon, 27 Nov 2023 at 04:47 PM

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.


All currencies are present in Yuki but they are not all activated. Thus you don't have to scroll through a very long list of currencies when you want to activate a currency. When recording a purchase invoice you only have to choose from the active currencies that you use. When a company is doing business with a currency that has not been activated then you can change this. 


Only a user with a 'Back office' role in the domain or the 'Management', 'Financial administration' or 'External accountant' role can activate currencies.


All configured settings like the settings of the currencies are gathered and categorised in one place in your domain. 


Open the settings of your domain by clicking on the Settings icon in the navigation bar and then, in the now-opened screen, click on Currencies.


The following screen is opened:



The pound sterling (GBP), Euro (EUR) and the US dollar (USD) are by default activated after creating a domain.


Select All currencies instead of 'Active currencies' in the drop-down menu and search for the relevant currency in order to activate a specific currency. Tick the Active checkbox beside the currency. Then click on the Save button in order to save all the changes. 



The currency is now added to the list of active currencies.


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