Currency Configuration Form for Multicurrency

Use the Currency Configuration form to configure codes, descriptions, decimal places, symbols, and units for currencies. If you add currencies, Deltek strongly recommends that you adhere to the currency standards developed by the International Organization for Standardization (ISO 4217).

See http://www.iso.org for more information.

You must enable Multicurrency before you use this form.

Location

To display the form:

From the Vision Navigation menu, click Configuration > General > Currency.

Contents

Field Description
Currency Drop-down

Click the drop-down arrow on a grid header to complete any of the following actions:

  • To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer.
  • To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
  • To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.

Not all options are available on all grids.

Code

Enter the three-character ISO 4217 code for the currency, such as CAD for Canadian dollars or EUR for euros.

Description Enter the description for the currency.
Decimal Places Enter the decimal places for the currency. For example, for dollars, enter 2; for yen, enter 0.
Symbol Select the symbol for the currency.
Major Unit Label Plural Enter the plural version of the major unit label, such as Dollars.
Major Unit Label Singular Enter the singular version of the major unit label, such as Dollar.
Minor Unit Label Plural Enter the plural version of the minor unit label, such as Cents.
Minor Unit Label Singular Enter the singular version of the minor unit label, such as Cent.