Currency
The table contains records of currency names that you can use when planning a budget and working with demands and purchases.
Role required: admin. Users with other roles can only view the records.
No one can delete currency records. You can only deactivate irrelevant records by clearing the Active checkbox on the Currency form.
Create a currency record
To create a new currency record, follow these steps:
- Navigate to the Organization → Currencies.
- Click New and fill in the fields.
- Click Save or Save and exit to apply the changes.
Currency form fields
| Field | Mandatory | Description |
|---|---|---|
| Code | Y | Specify the currency code or select it from the list. The out-of-the-box solution contains: RUB, USD, EUR, CNY, BYN, KZT. |
| Name | Y | Enter the currency name. |
| Symbol | Y | Add a currency symbol. |
| Active | Y | Select the checkbox to activate the currency record. |
| Application | N | The application in which the record was created. The field is read-only. |
Related Lists
Translations – the list contains translations of the currency name in Russian and English; if you need to localize the platform into another language, add the corresponding translation record. VCS Records – the list stores the history of changes to the current record.
To display the Application field and related lists, go to the View → Admin.
Master data
The records required for the correct performance of the application are automatically added to the Currencies table when an instance is deployed. The following is the list of records included in the master data:
| Code | Symbol | Name (Russian) | Name (English) | Active |
|---|---|---|---|---|
| BYN | BYN | Белорусский рубль | Belarusian ruble | No |
| CNY | ¥ | Китайский юань | Chinese yuan | Yes |
| EUR | € | Евро | Euro | Yes |
| KZT | ₸ | Казахстанский тенге | Kazakhstani tenge | No |
| RUB | ₽ | Российский рубль | Russian ruble | Yes |
| USD | $ | Доллар США | US dollar | Yes |