Perform auxiliary actions on currency
  • 08 May 2024
  • 2 Minutes to read
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Perform auxiliary actions on currency

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Article summary

To perform auxiliary actions on currency, click the needed account. Now you can:

You can perform auxiliary actions on currency if you have the corresponding permissions. However, you cannot delete it if some transactions were made with the currency.

Selected acc page

Copy currency ID

To copy a currency ID, on the right side of the needed currency, click the options icon and from the dropdown list, select Copy ID. The currency ID is copied and the success message appears at the top of the page.

Currency ID copied

Edit currency

To edit currency:

  1. On the right side of the needed currency, click the options icon Options icon_2 and from the dropdown list, select Edit.
    Edit currency

  2. In the Edit currency dialog, edit the needed field and click Save.
    Edit curr dialog

The currency has been edited, and you can see it in the currency list.

Share currency with other users

To share currency with other users:

  1. On the selected account page:

    • Click the options icon Options icon_2 on the right side of the needed currency and from the dropdown list, select Share.
      Share curr option

    • Select the needed currency checkbox and click the share icon Share icon2.
      Curr checkbox selected
      Note: To share all currencies, select the Currency checkbox, and then click the
      share icon Share icon2 that appears.
      Share all curr

  2. In the Manage access rules dialog:

    1. Enter the needed user’s name in the Add users field and click Add.
      Manage acc rule curr

    2. Select the needed permissions checkboxes (View, Edit, and Remove) and click Save changes.
      Manage access rules_2

You have shared your currency with the needed user, and the success message appears at the top of the selected account page.
Currency is shared

Manage currency tags and triggers

To manage currency tags and triggers:

  1. On the right side of the needed currency, click the options icon and from the dropdown list, select Manage Tags & Triggers.
    Manage tags and trigg

  2. In the Manage Tags & Triggers dialog, add tags and triggers in the Tags and Triggers fields correspondingly or create new ones and click Create, and then click Save.
    Manage t and t dialog

The tags and triggers have been modified, you can view them in the currency line, and the success message appears at the top of the page.

T and T updated

You can manage just tags by selecting the needed currency checkbox or the Currency checkbox and clicking the tag icon Tag icon that appears.
Manage tags

Show transactions with currency

To show transactions with currency, on the right side of the needed currency, click the options icon and from the dropdown list, select Show transactions.

Show trans option

The Transactions page opens where you can view all the transactions with the selected currency.

Transaction page

Delete currency

To delete currency:

  1. Click the options icon on the right side of the needed currency and from the dropdown list, select Remove.
    Remove curr option

  2. In the Delete selected currency confirmation dialog, click Permanently delete.
    Delete curr dialog

The selected currency has been deleted and doesn’t appear in the currency list.


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