Saturday, September 8, 2018

Permission to Edit Exchange Rate on Existing Transactions

The transaction date controls the exchange rate value in a transaction based on data found in Lists > Accounting > Currency Exchange Rates.

For non-Administrator/Full Access roles, the Exchange Rate field is grayed out when user tries to create or modify a new transaction due to lack of permission.

To allow users to modify the value in the Exchange Rate field for non-base currency transactions, Administrator must provide user permission on the Currency list (Currencies and Currency Exchange Rates).

1. Log in as Administrator.
2. Navigate to Setup > Users/Roles > Manage Roles.
3. Edit the user's custom role.
4. Under Permissions > Lists, add the Currency permission.
5. Set the Level  to Edit.
6. Click Save.

1 comment:

  1. Hi there! Nice stuff, do keep me posted when you post again something like this! convert currency