Difference between revisions of "Currencies"

From Protemos Wiki
Jump to: navigation, search
(→‎Exchange rates history)
 
(10 intermediate revisions by 3 users not shown)
Line 1: Line 1:
 
''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]''
 
----
 
----
 +
=='''Add currencies'''==
  
 +
To add a currency, you need to:
  
−
On the '''<span style="background-color:yellow"><U>[https://cloud.protemos.com/currency/index "Currencies"]</U></span>''' page you can:
+
1. Go to  '''Settings → System values → Currencies:'''
  
−
- Add currencies.
+
[[File:Currencies list.png|border|300px]]
  
−
- Set any currency as the default.
+
2. Click the "'''Add currency'''" button:
  
−
- Disable or delete currencies.
+
[[File:Add new currency.png|border|900px]]
  
−
- Check up exchange history.
+
3. Enter the necessary currency and click '''"Create"''' to add it to the list:
  
 +
[[File:Georgian lari.png|border|600px]]
  
−
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.
+
You can add as many currencies as you need.
  
 +
=='''Set currency as default'''==
  
−
=='''Add currencies'''==
+
You can set any currency as the default one for your account.
−
 
 
−
To add a currency, you need to:
 
−
 
 
−
1. Go to  '''Settings => System values => Currencies:'''
 
−
 
 
−
[[file:System Values Currencies.png|border|300px]]
 
−
 
 
−
2. Press the "'''Add currency'''" button:
 
−
 
 
−
[[File:Add new currency button.png|border|1000px]]
 
  
−
3. Enter the necessary currency and press '''"Create"''' to add it to the list:  
+
Click the '''"Change system currency"''' button:
  
−
[[File:Add new currency page.png|border|600px]]
+
[[File:Change system currency.png|border|900px]]
  
−
You can add as many currencies as you need.
+
Then choose the needed currency from the drop-down list and click '''"Update"''':
  
−
=='''Set currency as default'''==
+
[[File:Updsate button.png|border|600px]]
  
−
Press '''"Set as default"''' to set any currency as the default one:
+
If you change the default currency, all reports and project balances will be rebuilt and recalculated in the new default currency.
  
−
[[File:Set carrency as default new.png|border|1000px]]  
+
<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:
  
−
If you change the default currency, all reports and project balances will be rebuilt and recalculated in the new default currency:
+
[[File:New update.png|border|400px]]
−
 
−
[[File:Grand total in default currency new.png|border|600px]]
 
  
 
=='''Disable and delete currencies'''==
 
=='''Disable and delete currencies'''==
−
To disable or delete currencies press the '''"Disable"''' or '''"Delete"''' buttons correspondingly.
+
To disable or delete currencies click the '''"Disable"''' or '''"Delete"''' buttons correspondingly.
  
−
[[File:Currencies desable delete buttons.png|border|1000px]]  
+
[[File:Disable delete.png|border|400px]]  
  
 
<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.
 
<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.
  
−
=='''Exchange rates history'''==
+
=='''Exchange rates'''==
−
To check up the exchange rates history press the '''"Exchange rates history"''' button:
 
−
 
 
−
[[File:Currencies exchange rate button.png|border|1000px]]
 
−
 
 
−
Then select any desired date for which you want to check up the exchange rates and press the '''"View"''' button:
 
−
 
 
−
[[File:Exchange rates history page.jpg|border|400px]]
 
  
−
The program is connected to сurrency conversion service https://openexchangerates.org/, so exchange rates are updated daily.
+
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.

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