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Load the Owners screen
Under Financial Settings section under the Currencies tab locate the currency you wish to edit
To edit the currency, click on edit icon (
) next to the currency and the Edit Currency modal will load. From here you can modify the currency as needed. For example, the Australian Dollar can be made to be the ‘Default’ currency for the owner as shown in the image below
After you have finished making changes click on Update and then Save to commit the changes to the currency
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Load the Owners screen
Under Financial Settings section under the Currencies tab locate the currency you wish to delete
To remove a currency e.g. “Australian Dollar”, click on the
button next to the currency and then the button to mark the currency for deletion
The currency will now be marked for deletion, to remove it click the Save button at the bottom of the screen
Result
<<demonstrate that the configuration setup above is now functional (e.g. can be added to other screens)>>Reports that are filtered to display data based on the financial period will observe the new fiscal year configuration.
Setup / Extensibility / Reports
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Next Steps
Password policy settings should be reviewed and updated to reflect your organizations policy. See the Password Policy Configuration Example article for information on modifying the default password policy configuration.