Currency Setting
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Please make sure that Currency in Sage CRM and Sage Intacct match. For example, if the Base Currency is $(USD). Sage CRM has ‘$’ symbol, while ERP has ‘USD’. Hence the Currency symbol must be changed to ‘USD’ in Sage CRM.
Go to Administration->Data management->Currency configuration.
If the Base Currency is $(USD), change it to some other currency.
Go to Administration->Data management->Currency. You will find the currency ‘$’ in the list as shown below
Click on the ‘US Dollar’, you find the following
Change its symbol from $ to USD.
Again Go to Administration->Data management->Currency configuration and change the base currency to “USD”.
Note - If Sage Intacct is multiple currency (say CAD) then user needs to follow below steps to use GUMU from Sage CRM.
Administration -> Data Management -> Currency Configuration. Set Is Single Currency to No. Refer below screenshot,
Administration -> Data Management -> Currency
Click on New. Refer below screenshot.
Enter Symbol, Precision and Rate(Local Units). Refer below screenshot.
Save
Add CAD currency in Product Configuration (Administration -> Data Management -> Products -> Product Configuration). Refer below screenshot.