Difference between revisions of "Currencies"

Revision as of 11:45, 15 September 2020

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:

2. Press the "Add currency" button:

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

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.

Press the "Change system currency" button:

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

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 text appears, please [us] to change the default currency:

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 is 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.