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Admin: Corporate Office
Page: Administration > Currency
URL: [CLIENTID].corpadmin.directscale.com/Corporate/Admin/Currency
Permission: ViewAdministration()

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

Helpful Links

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

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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 compared to the US Dollar (USD) (i.e., from your currency to USD).

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

7. Click Save.