The Currency Info page is where you add and configure currencies and exchange rates for your system.

What We’ll Cover

• Finding the Page
• Adding a Currency Type

Helpful links:

• ISO 4217 Currency codes for every currency you add.
• Currency symbols resource
• XE Currency Converter

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Finding the Page

In Corporate Office, navigate to: Administration > Currency.

https://[CLIENTID].corpadmin.directscale.com/Corporate/Admin/Currency

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Adding a Currency Type

1. Click the Add Currency button.

2. The Currency Settings pop-up window opens.

3. Enter the ISO 4217 Currency Code.

4. Enter the currency’s Name.

5. Paste the currency’s Symbol.

   Note: Only Dollar ($), Yen (¥), Florin (ƒ), Euro (€), and Pound (£) will display as is. Anything else will be replaced with a question mark (?).

6. Enter the Decimal Length.

   For example: If you enter “2”, then the currency amount will display with two decimal places (i.e., 10.00).

7. Enter the currency’s Exchange Rate in comparison to the US Dollar (USD) (i.e., from your currency to USD).

   Here’s a helpful tool: XE Currency Converter

8. Click Save, when finished.