Configure Currency for Multicurrency

After you enable the Multicurrency feature, you configure currency codes, descriptions, decimal places, symbols, and units. 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 about currency standards.

Prerequisite: You must enable Multicurrency before you configure currencies.

To configure currencies:

  1. From the Vision Navigation menu, click Configuration > General > Currency.
  2. Complete the fields on the Currency Configuration form.
    Option Description
    To insert a new currency Click Insert.
    To insert a new currency that is similar to an existing currency Select the existing currency and click Copy. Vision inserts a new currency with all the fields of the existing currency except the code.
    To delete an existing currency Select the currency and click Delete. You cannot delete a currency if the currency is currently in use.
  3. Click Save.