Activate currencies

Disclaimer

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

Which settings you can specify in a domain depends on the selected bundle (and any additional features added) and the role(s) you have as a user in the domain.

In Yuki, you can define a number of financial settings in a domain that will affect how Yuki works. These include available countries, associated currencies, Yuki's chart of accounts, VAT rates, etc. 

In Yuki, all currencies are available by default, but not all are activated. This facilitates usage by saving you from scrolling through an extensive list when selecting a currency. So when entering a purchase invoice, you can easily select from the active currencies relevant to your business.

Should a company do business with a country whose currency is not activated, you can easily change this setting in Yuki.

Only a user with a 'Back office' role in the domain can activate currencies.

Access to financial settings

All saved settings, such as currencies, are centralized within your domain and organized into logical categories.

To access these settings:

• click on the Settings icon in the navigation bar
• then, in the now-opened screen, in the Financial section click on Currencies.

Currencies overview

In this screen you can see that the currencies British pound (GBP), Euro (EUR) and U.S. dollar (USD) are activated by default after creating a domain.

Activate currency

To activate a currency:

• select All instead of 'Active' in the right-hand dropdown menu
• search for the relevant currency
• next to the currency, check the Active checkbox
• then click on the Save button to save all changes.

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