Difference between revisions of "Currencies"

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On the "'''Currencies'''" page you can:
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''Currencies list page: [https://cloud.protemos.com/currency/index https://cloud.protemos.com/currency/index]''
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----
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=='''Add currencies'''==
  
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- Add currencies
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To add a currency, you need to:
  
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- Set any currency as default
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1. Go to  '''Settings → System values → Currencies:'''
  
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- Disable or delete currencies
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[[File:Currencies list.png|border|300px]]
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- Check up the  exchange rates history
 
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To add a currency, you need to:
 
  
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1. Go to the Currencies page
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2. Click the "'''Add currency'''" button:
  
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2. Press the "'''Add currency'''" button and select the necessary currency (you can add as many currencies as you need)
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[[File:Add new currency.png|border|900px]]
  
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[[File:add currency.jpg|px]]
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3. Enter the necessary currency and click '''"Create"''' to add it to the list:  
  
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3. Press the "'''Save'''" button
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[[File:Georgian lari.png|border|600px]]
  
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[[File:add currency and save.jpg|px]]
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You can add as many currencies as you need.
  
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To set any currency as default  press the "'''Set as default'''" button
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=='''Set currency as default'''==
  
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You can set any currency as the default one for your account.
  
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Changing the currency as default will entail changing totals in default currency in all ongoing or finished projects and jobs
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Click the '''"Change system currency"''' button:
  
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as well as in the financial documents (client receivables, vendor payables, invoices and payments)
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[[File:Change system currency.png|border|900px]]
  
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[[File:Currency as default invoice.jpg|840px]]
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Then choose the needed currency from the drop-down list and click '''"Update"''':
  
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[[File:Updsate button.png|border|600px]]
  
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To disable or delete currencies press the "'''Disable'''" or "'''Delete'''" buttons correspondingly
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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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<span style="color:red">'''Note:''' </span>If the following screen appears, please <U>'''[http://protemos.kayako.com/Tickets/Submit|contact contact us]'''</U> to change the default currency:
  
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You can not delete currency that was used in workflow but you can disable it in case this currency no longer needed
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[[File:New update.png|border|400px]]
  
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=='''Disable and delete currencies'''==
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To disable or delete currencies click the '''"Disable"''' or '''"Delete"''' buttons correspondingly.
  
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To check up the exchange rates history press the "'''Exchange rates history'''" button
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[[File:Disable delete.png|border|400px]]
  
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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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<span style="color:red">'''Note:'''</span> You cannot delete the currency that is already in use in the system but you can disable it in case this currency is no longer needed.
  
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=='''Exchange rates'''==
  
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The program is connected to сurrency conversion service, so exchange rates are updated daily
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The program is connected to currency conversion service https://openexchangerates.org/, so exchange rates are updated daily.

Latest revision as of 15:39, 14 September 2022

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

Add currencies

To add a currency, you need to:

1. Go to Settings → System values → Currencies:

Currencies list.png

2. Click the "Add currency" button:

Add new currency.png

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

Georgian lari.png

You can add as many currencies as you need.

Set currency as default

You can set any currency as the default one for your account.

Click the "Change system currency" button:

Change system currency.png

Then choose the needed currency from the drop-down list and click "Update":

Updsate button.png

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

Note: If the following screen appears, please contact us to change the default currency:

New update.png

Disable and delete currencies

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

Disable delete.png

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

Exchange rates

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

Retrieved from "https://wiki.protemos.com/index.php?title=Currencies&oldid=23765"