Difference between revisions of "Currencies"

Revision as of 17:12, 1 October 2019

Currencies list page: https://cloud.protemos.com/currency/index

On the "Currencies" page you can:

- Add currencies.

- Set any currency as the default.

- Disable or delete currencies.

- Check up exchange history.

In Protemos, you can use different currencies at the same time. E.g. your client may pay you in USD, you pay to your vendor in EUR, but want to see your project balance in your local currency. The exchange rates are updated daily.

Add currencies

To add a currency, you need to:

1. Go to Settings => System values => Currencies:

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2. Press the "Add currency" button:

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3. Enter the necessary currency and press "Create" to add it to the list:

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You can add as many currencies as you need.

Set currency as default

Press "Set as default" to set any currency as the default one:

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If you change the default currency, all reports and project balances will be rebuilt and recalculated in the new default currency:

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Disable and delete currencies

To disable or delete currencies press the "Disable" or "Delete" buttons correspondingly.

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Note:You cannot delete the currency that is already in use in the system but you can disable it in case this currency no longer needed.

Exchange rates history

To check up the exchange rates history press the "Exchange rates history" button

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then select any desired date for which you want to check up the exchange rates and press the "View" button.

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The program is connected to сurrency conversion service https://openexchangerates.org/, so exchange rates are updated daily.