You can add and configure currencies and exchange rates for your system.

What We’ll Cover

• Helpful Links
• Permissions
• Finding the Page
• Adding a Currency Type

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Helpful Links

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

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Permissions

To access the Currency page, you must have the ViewAdministration() permission enabled for your Role.

Read more: Assigning Employee Permission Roles

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Finding the Page

In Corporate Office, navigate to: Administration > Currency.

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

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Adding a Currency Type

1. Click the Add Currency button.

   The Currency Settings pop-up window opens.

   

2. Enter the ISO 4217 Currency Code.

3. Enter the currency’s Name.

4. Paste the currency’s Symbol.

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

5. Enter the Decimal Length.

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

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

   For Example: Let's say 1 USD = 500 Yen. Enter 500 into the Exchange Rate field.
   
   Here’s a helpful tool: XE Currency Converter

7. Click Save, when finished.