Currencies

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Revision as of 12:51, 15 September 2020 by Aleksandra.d (talk | contribs) (Disable and delete currencies)

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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:

Currencies list.png

2. Press the "Add currency" button:

Add new currency.png

3. Enter the necessary currency and press "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.

Press the "Change system currency" button:

Change system currency.png

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