If multi currency is turned ON in Sage Line 50, PostTrans will switch to the currency of the currently selected account automatically.  In order for the user to know the currency, and Exchange rate we may add this information to the header of the transaction.

Example: Press Help, on the PostTrans toolbar, then select example “Posting Order in Currency” which is the example discussed below.  You should also have read the "Importing Transactional Data" on the Training page for a basic understanding of PostTrans basics.

Example

Simply open a blank Excel spreadsheet and press Import button.  PostTrans will then offer you all of the import tags to create a new PostTrans template.  Double click on the PostTrans tag Sage50Trans.  A new Order template will be created, now add some data:

To show the Currency and Exchange rate, select cell D6, then Double click on Tag THCurrency, in the PostTrans Tags side bar.  Then add tag THCurExch to give:

Thus when posted we see confirmation window:

The exchange rate is by default ignored, but can be overridden if switch:

 

Tags of interest

The following PostTrans tags allow the above functionality:

Tag Name	Data Type	Description
THCurrency	Text	Currency, will be set after selecting an account, any prices then altered will be in that currency
THCurExch	Text	Use System Exchange Rate, unless option changed in PostTrans system settins
THCurSymbol	Text	Currency Symbol
THCurCode	Text	Currency Code

With data type Yes/No fields, if cell starts with 'y' or 'Y' is taken as TRUE

Where ^ denotes a Code Search field (Popup search window), delete ^ at end of tag, to turn off code search