Currency Converter Guide | Administration & Setup

Overview

The currency converter is a quick reference tool for checking approximate value changes between two currencies.

Path: Utilities > Currency Converter

Use the currency converter when you need a quick value conversion before entering or reviewing a real transaction.

QBM lets the user select the source currency, target currency, and amount, then calculate the converted result using the maintained currency setup.

Area	What It Means	When To Use It
From and To currency	Defines the currencies involved in the conversion.	Use it to make sure the conversion direction is correct.
Amount entry	Holds the value being converted.	Use it when checking what a specific transaction amount would become.
Calculated result	Shows the converted value after calculation.	Use it for a quick reference before or during business work.

Choose the source currency and target currency.
Enter the amount to be converted.
Run the calculation and review the result.
Return to the actual transaction or report once the reference check is complete.

Use the converter as a quick guide, not as a replacement for checking the actual transaction rate logic.
Confirm that maintained currency rates are current before relying on the result.
Recalculate if either currency choice changes.