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Company Settings - Currency Format tab

Navigator > Setup > Company > Configuration > Settings > Currency Format tab

See also Company Settings - General tab.

Set defaults for the way amounts are structured in Accredo. The defaults can be overridden later.

Context

Currency Format can be set for the following contexts in Accredo:

  • Forms, determines how currency will be displayed for Currency, Amount and Price edits on forms, grids and calculators. It determines how amounts are shown in forms when you are using Accredo.
  • Reports, determines how currency will be displayed for Amounts, FX Amounts and Prices on report layouts including Sales Analysis, Job Analysis and Purchase Analysis reports, and as the default for Custom reports. It determines how amounts are displayed on Accredo reports.
  • Financial Reports, determines default formatting for currency for General Ledger Financial reports.
  • Documents, determines default currency formatting for documents.
  • MaxBasic, determines default currency formatting when the FormatNumber function is used. It determines how amounts are structured by any scripting or code.

We recommend leaving the MaxBasic default for Currency Symbol False, Negative Format Leading and Grouping None and being explicit with a Format string if you require a different output.

Currency Symbol

Select whether to display the currency symbol for each context type. Defaults to unselected. It is recommended that the currency symbol is displayed for all contexts except MaxBasic.

Negative Format

Select for each context the type of format for displaying negative values. For example, for Financial Reports, you may want to see negative amounts as bracketed.

Grouping

This determines the way thousands and decimals are grouped for amounts. Different currencies group thousands and apply decimals to amounts in different ways. For example:

  • Swiss Franc uses an apostrophe as a grouping symbol.
  • US dollar uses a comma as a grouping symbol.

You can select to use the grouping standards for the base currency (Base), foreign currency (Currency) or no formatting (None).

It is unusual to select Currency for any context other than for Documents, as you may want Documents sent out to show amounts in the format of the foreign currency.

It is recommended the Grouping for MaxBasic be set to None, so amounts can be processed as numbers. For example, when MaxBasic exports amounts to a CSV file, amounts can be exported as numbers rather than strings.