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Setup page · General ledger

Currencies

The list of currencies, each with its own name, symbol, and currency code.

Used by
Accountant, Accounting manager, Accounting supervisor and 12 more roles
Business process
Develop currency policies
Menu item
Currency
Main table
Currency
Data entity
CurrencyEntity
Setup steps
1 on this page
Show what matters for

Everyone

1What it is and why

What it isThe list of currencies, each with its own name, symbol, and currency code.
What you do hereUsed to maintain currency attributes, such as which currency is the reference currency for triangulation and the currency gender printed on checks and reports.
ExampleSet Currency gender to Feminine for a currency whose gender is used on checks and reports in Spanish-speaking countries or regions.
Currencies page in Dynamics 365
The page in a working Dynamics 365 system. page title tab to open what to set or check

Functional consultant · Solution architect

2Where it fits

Business processDefine accounting policies › Develop currency policies
Menu pathGeneral ledger › Currencies › Currencies
Set up first—
Used next byCurrency exchange rates Microsoft Learn ↗Ledger Microsoft Learn ↗
Related pages—

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Currencies1 screen

Used to maintain currency attributes, such as which currency is the reference currency for triangulation and the currency gender printed on checks and reports.

  1. Screen 1

    Set up the currency

    Go to General ledger > Currencies > Currencies

    1. Select New and enter the currency code and name
    2. On the Rounding rules FastTab, enter the general rounding rule
    1Currency codeEUR
    2NameAtlas demo euro
    3General rounding rule0.01
    Set up the currency (zoomed on the outlined fields)
    Show the full screenSet up the currency
    page title tab to open what to set or check

Microsoft's steps

—

Field guide

FieldWhat it meansWorked exampleTable column
Currency genderFor Spanish-speaking countries, the gender of the currency name printed on checks and reports; Masculine means no gender.Microsoft Learn ↗——
Reference currency for triangulationMarks the one currency, EUR by default, used as the go-between when converting other currencies.Microsoft Learn ↗—IsEuro
Currency code—EURCurrencyCodeISO
Name—Atlas demo euro—
General rounding rule—0.01RoundingPrecision

Functional consultant

4Setup decisions

Setup stepRecommended value and whyDecision · common mistake · test
Set up Currencies——

Solution architect

5Design impact

Shared or per companyShared: the same records are used by every legal entity. Microsoft data model ↗
Can it be undone—
Feature or country—
If you change it later—

Technical architect

6Technical

Menu itemCurrency Checked in Dynamics 365
FormCurrency Checked in Dynamics 365
TableCurrencyShown as “Currency table” in Record infoKey field: CurrencyCodeChecked in Dynamics 365
Data entitiesCurrencyEntityCurrencies Microsoft data model ↗
Who can open itPrivilegesMaintain currencies CurrencyMaintainView currencies CurrencyViewEntAssetMobileSetupView EntAssetMobileSetupViewDutiesMaintain budget register entries BudgetBudgetTransactionsMaintainInvoiceCaptureMaintain InvoiceCaptureMaintainEnable general ledger process LedgerGeneralLedgerProcessEnableInquire into general ledger reference data LedgerGeneralLedgerReferenceDataInquireEnable general ledger process RentalLedgerGeneralLedgerProcessEnable
15 security rolesBudget clerk BudgetBudgetClerkBudget manager BudgetBudgetManagerChief financial officer CompanyChiefFinancialOfficerMaintenance clerk EntAssetMaintenanceClerkMaintenance manager EntAssetMaintenanceManagerMaintenance requester EntAssetMaintenanceRequesterMaintenance worker EntAssetMaintenanceWorkerInvoice capture operator InvoiceCaptureOperatorAccountant LedgerAccountantAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorFinancial controller LedgerFinancialControllerRental manager RentalManagerRental purchasing manager RentalPurchasingManagerRental sales manager RentalSalesManager
Checked in Dynamics 365
Actions on the pageOptions: Personalize, Page options, ShareChecked in Dynamics 365

Developer

7Developer

Open it directlyhttps://<your-environment>/?mi=Currency
Integrate withCurrencyEntity data entity Microsoft data model ↗
Table definitionCurrency columns and relations Microsoft data model ↗

Everyone

8Sources and checks