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Merge Currency Record Feature
The Merge Currency Record feature simplifies your financial management by enabling you to combine multiple currency entries into a single record. This tool is ideal for users who frequently deal with various currencies and need a streamlined way to manage their transactions.
Key Features
Consolidate multiple currency entries into one record
Automatic currency conversion based on real-time exchange rates
User-friendly interface for easy navigation
Secure data handling to protect sensitive information
Flexible options for record filtering and sorting
Potential Use Cases and Benefits
Ideal for businesses operating in multiple countries
Helpful for freelancers managing international clients
Useful for accounting teams reconciling cross-border transactions
Saves time by reducing manual entry errors and improving accuracy
Enhances financial reporting with clear and concise currency tracking
By using the Merge Currency Record feature, you address the common issue of dealing with numerous currency records. Instead of navigating through several entries, you can enjoy a clear overview, making it easier to track and manage your financial activities. This solution not only saves you time but also enhances the accuracy of your records, ensuring you stay organized and informed.
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Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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How do you show currency in mail merge?
To format a numeric merge field, use the \\# switches. For example, to display a currency field as “$125.23”, the merge field should be defined as {SEDGEFIELD object. Mayfield \\# $#, ##0.00}. To format a date merge field, use the \\@ switches.
How do I keep number format in a mail merge?
In Excel, select the column that contains the ZIP Code/Postal Code field.
On the Format menu, click Cells.
Click the Number tab.
Under Category, click Text, and then click OK.
Save the data source. Then, continue with the mail merge operation in Word.
How do I keep currency formatting in Mail Merge?
To format a numeric merge field, use the \\# switches. For example, to display a currency field as “$125.23”, the merge field should be defined as {SEDGEFIELD object. Mayfield \\# $#, ##0.00}. To format a date merge field, use the \\@ switches.
How do I add a comma in a mail merge in numbers?
If you want commas in your number, use \\##, ### in your merge field. If you want dollars, rounded to two decimal places with commas, use \\#$#, ##0.00 in your merge field.
How do I get rid of extra decimals in mail merge?
In the mail parameter (set-up), click on the Format tab.
Highlight Miscellaneous in the left list.
Unmask Show decimals.
Click Save.
If needed, click Merge or Send to Word merge wizard to proceed with mail merge.
How do you add a comma to a currency in mail merge?
If you want the number to have a dollar sign before it (for anything that is money), use \\#$# in your merge field. If you want commas in your number, use \\##, ### in your merge field. If you want dollars, rounded to two decimal places with commas, use \\#$#, ##0.00 in your merge field.
How do I change the number format in a mail merge?
Perform the first different steps of the Mail Merge as usual (Start Mail Merge, Select Recipients and insert Merge Field)
Select the number field you wish to change and press Shift+F9.
The code of your Merge field is now shown.
How do I show percentage in mail merge?
To get it to display it as a percentage, we need to tell Word to multiply that value by 100. To do this, first we need to highlight the merge field. Highlight SEDGEFIELD and the name of the field, as shown: Once you've done that, press CTRL-F9 to embed this merge field into another field.
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