Overview

In case your organization sell products or provides services to customers from different countries, you can set up those currencies with relevant exchange rates to DocuNote database using the Currency Rate Administration module.

<aside> ⚠️ Please note:

• The functionality is available only if the 'Currency Manager' license is activated. </aside>

Setting up permissions

Setting up permissions

1. Click DocuNote tab, and then click System Setup*.*
2. In the left navigation panel switch to Roles and Permissions*.*
3. Click Roles and edit the Module Role*.*
4. Check if the following permissions are enabled under Currency section.

1. Save your changes, if any.

Adding new currency