Add or Remove currency

            Managing currency options within your financial documents is a critical aspect of accurate financial reporting. You have the flexibility to add or remove specific currencies based on your reporting needs. Kindly follow the provided steps below to add/remove currencies.

            Begin by clicking on the "Add/Remove Parameter" icon, then select the "Add/Remove Currency" option, and a box will appear with the currencies list.

Adding currency(ies):

1. Check the box next to the desired currency or currencies from the list.
2. You can type the currency name into the search box to quickly locate your selection or you may also scroll through the list to find it.
3.  Click the "Update" icon to implement your currency additions. Your selected currencies are now ready to be incorporated into your financial document.
   

Removing currency(ies):

1. Similarly, click the "Add/Remove Parameter" icon, and choose the "Add/Remove Currency" option.
2. Once again, you'll see the list of currencies. Uncheck the box next to the currency or currencies you wish to remove.
3. To complete the removal process, click the "Update" icon. The deselected currencies are effectively removed from the currency list.
   

      With these steps, you have the freedom to adjust your currency preferences to align precisely with your financial requirements. Whether you need to add new currencies for comprehensive reporting or remove those that are unnecessary, you can easily manage your currency selections to enhance the accuracy and relevance of your financial documents.

• Related Articles

• Add or Remove period

  When you're creating your financial report, you want to make sure the periods are just right and accurate. Let's walk through the process of adding and deleting period data to ensure your financial reports are spot on. Adding Period Data Start by ...

• Add or Remove unit reference

  A Unit Reference serves as a standardized identifier for representing specific measurement units within a document. For instance, in financial systems, a Unit Reference might denote a currency such as USD or EUR, while in scientific contexts, it ...

• Add or Remove bookmarks

  Bookmarks are useful for marking specific locations within a document, making it easy to return to them quickly. They function as anchors that can be linked to other parts of the document, enhancing navigation and reference efficiency. Here's how to ...

• Add/Remove documents from Archive

  Archiving documents helps keep your workspace space organized and clutter-free. This ensures that you can quickly locate and access the documents you need without sifting through irrelevant or outdated files. Allow the provided steps below to add and ...

• Insert or Remove border(Paragraph)

  The Paragraph Border feature enhances the visual presentation of your document by allowing you to add borders around individual paragraphs. This functionality is particularly useful for drawing attention to specific sections, organizing content ...

• Popular Articles

• Sign in to the Rainbow application

  You can log in to the Rainbow application with the credentials (registered email address and password) shared by us. To access the login page, use the following URL: rainbow.datatracks.com Enter your registered email address and password. Click on ...

• Create entity

  An "Entity" is a term used to describe a company that's required to create and submit periodic reports to regulatory authorities in iXBRL format. It's important to note that a single firm can have multiple entities under its umbrella. To uniquely ...

• Create user

  A "User" refers to a specifically identified individual who plays a role in preparing, reviewing, and filing documents. Follow the provided steps below to create a user. Admin >> User >> Add >> Submit Hover the mouse over the “Admin” menu at the top ...

• Edit user

  In case you would like to modify the user details, you can change them by following the provided steps below. Admin >> User >> Edit >> Submit. 1. Hover the mouse over the “Admin” menu at the top right of your screen then select "User" to access and ...

• Create user role

  A "user role" is a defined set of permissions and privileges assigned to a user within the application. These roles are created to determine what actions a user can perform, what information they can access, and what functions they can execute within ...

• Recent Articles

• Audit Trail

  The Audit Trail feature allows administrators to track and monitor activities performed by users within the application. This section is can access only by the Admin. Click on the "Audit Trail" section in the application to access the activity log. ...

• Edit user

  In the MTD VAT application, you can easily update a user’s details, including their name, role, and permissions. You also have the option to assign an entity or revoke authorisation if needed. Follow the steps below to edit user details effectively. ...

• License Renewal

  If your MTD VAT application licence has expired, there is no need to worry. Renewing your licence is a straightforward process that ensures uninterrupted access to your services. Follow the steps below. Steps to Upgrade or Renew Your Licence 1. ...

• Status Forbidden

  While creating an MTD VAT return, you may encounter a "Forbidden" status. This typically occurs due to incorrect login credentials or authorisation issues with HMRC. To resolve this, ensure that you are using the correct credentials assigned to the ...

• Status is Unauthorized

  While creating an MTD VAT return, you may receive a "Unauthorised" status. This typically occurs when HMRC’s authorisation (OAuth token) has expired, preventing the application from successfully interacting with HMRC. To resolve this issue, you need ...