Currencies

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Revision as of 15:57, 31 March 2020 by Aleksandra.d (talk | contribs)

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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:

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2. Press the "Add currency" button:

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

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You can add as many currencies as you need.

Set currency as default

Press "Set as default" to set any currency as the default one:

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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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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.