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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- Disable or delete currencies
 
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- Check up the  exchange rates history
 
  
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1. Go to  '''Settings → System values → Currencies:'''
  
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To add a currency, you need to:
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[[File:Currencies list.png|border|300px]]
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1. Go to the Currencies page
 
  
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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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2. Click the "'''Add currency'''" button:
  
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[[File:add currency.jpg|px]]  
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[[File:Add new currency.png|border|900px]]  
  
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3. Press the "'''Save'''" button
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3. Enter the necessary currency and click '''"Create"''' to add it to the list:
  
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[[File:add currency and save.jpg|px]]  
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[[File:Georgian lari.png|border|600px]]
  
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To set any currency as default  press the "'''Set as default'''" button
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You can add as many currencies as you need.
  
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[[File:set as default currency.jpg|px]]
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=='''Set currency as default'''==
  
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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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You can set any currency as the default one for your account.
  
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as well as in the financial documents (client receivables, vendor payables, invoices and payments)
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Click the '''"Change system currency"''' button:
  
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[[File:Currency as default invoice.jpg|px]]  
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[[File:Change system currency.png|border|900px]]
  
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Then choose the needed currency from the drop-down list and click '''"Update"''':
  
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To disable or delete currencies press the "'''Disable'''" or "'''Delete'''" buttons correspondingly
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[[File:Updsate button.png|border|600px]]
  
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[[File:delete disable currencies.jpg|px]]
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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 the 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"