Difference between revisions of "Currencies"

Revision as of 06:41, 28 July 2017

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

On the "Currencies" page you can:

- Add currencies

- Set any currency as default

- Disable or delete currencies

- Check up the exchange rates history

Adding currencies

To add a currency, you need to:

1. Go to the "Currencies" page.

2. Press the "Add currency" button and select the necessary currency (you can add as many currencies as you need).

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3. Press the "Save" button.

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Setting a currency as default

To set any currency as default press the "Set as default" button.

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Changing the currency as default will entail changing totals in default currency in all ongoing or finished projects and jobs

as well as in the financial documents (client receivables, vendor payables, invoices and payments).

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Disabling and deleting currencies

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

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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, so exchange rates are updated daily.