Difference between revisions of "Currencies"

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''Currencies list page: [https://cloud.protemos.com/currency/index https://cloud.protemos.com/currency/index]''
 
''Currencies list page: [https://cloud.protemos.com/currency/index https://cloud.protemos.com/currency/index]''
 
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=='''Add currencies'''==  
 
 
On the "'''<span style="background-color:yellow"><U>[https://cloud.protemos.com/currency/index Currencies]</U></span>'''" page you can:
 
 
 
- Add currencies
 
 
 
- Set any currency as default
 
 
 
- Disable or delete currencies
 
 
 
- Check up the  exchange rates 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.
 
 
 
 
 
=='''Adding currencies'''==  
 
  
 
To add a currency, you need to:
 
To add a currency, you need to:
  
1. Go to the "'''[https://cloud.protemos.com/currency/index Currencies]'''" page.
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1. Go to '''Settings → System values → Currencies:'''
  
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:Currencies list.png|border|300px]]
  
[[File:add currency.jpg|px]]
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2. Click the "'''Add currency'''" button:
  
3. Press the "'''Save'''" button.
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[[File:Add new currency.png|border|900px]]
  
[[File:add currency and save.jpg|px]]
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3. Enter the necessary currency and click '''"Create"''' to add it to the list:
  
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[[File:Georgian lari.png|border|600px]]
  
=='''Setting a currency as default'''==
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You can add as many currencies as you need.
  
To set any currency as default press the "'''Set as default'''" button.
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=='''Set currency as default'''==
  
[[File:set as default currency.jpg|px]]
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You can set any currency as the default one for your account.
  
If you change the default currency, all reports and project balances will be rebuild and recalculated in the new default currency.
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Click the '''"Change system currency"''' button:
 
[[File:Currency as default invoice.jpg|px]]
 
  
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[[File:Change system currency.png|border|900px]]
  
=='''Disabling and deleting currencies'''==
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Then choose the needed currency from the drop-down list and click '''"Update"''':
To disable or delete currencies press the "'''Disable'''" or "'''Delete'''" buttons correspondingly.
 
  
[[File:delete disable currencies.jpg|px]]  
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[[File:Updsate button.png|border|600px]]
  
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.
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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:
  
=='''Exchange rates history'''==
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[[File:New update.png|border|400px]]
To check up the exchange rates history press the "'''Exchange rates history'''" button
 
  
[[File:exchange rates history.jpg|px]]
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=='''Disable and delete currencies'''==
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To disable or delete currencies click the '''"Disable"''' or '''"Delete"''' buttons correspondingly.
  
then select any desired date for which you want to check up the exchange rates and press the "'''View'''" button.
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[[File:Disable delete.png|border|400px]]
  
[[File:exchange rates history view.jpg|px]]
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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'''==
  
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 16:39, 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.