Difference between revisions of "Currencies"

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'''SETTINGS - Setup - Settings - Currencies'''
=Description=


Here is a list of supported currencies.
This page purpose is to manage currencies in your system. It is useful when your users use different currency.  


MOR operates in one and only one currency.
<big><big>'''It is necessary to decide in which currency the software will operate and ask'''</big></big><br>
 
<big><big>'''support team to set such currency as the default before starting to work with the software'''.</big></big>
 
== Default Currency ==
 
It is necessary to decide in which currency the software will operate and set such currency as the default before starting to work with the software.


That means that all operations inside MOR will be done in this default currency.
That means that all operations inside MOR will be done in this default currency.
<br><br>
=Configuration=


 
Go to '''SETTINGS''' -> '''Setup''' -> '''Settings''' -> '''Currencies'''
This video demonstrates how to change the default currency:
<br><br>
 
[[File:currencies_path.png]]
<flashow>http://wiki.kolmisoft.com/videos/change_default_currency.swf|width=600|height=455</flashow>
<br><br>
 
In this window, we see a [[Currencies#Default_supported_currencies | list of currencies]].
'''Every financial data is stored in system's default currency and later is converted'''.
 
Reports (like [[Last Calls]]) can be viewed in any other currency and if they are exported to PDF/CSV data matches the currency you are currently using to view that page.
 
[[File:Lastcalls currency.png]]
 
[[Invoices]] for users are generated using the currency set in their user details. An invoice can be viewed in any currency.
 
== Currencies window ==
 
In the Currencies window, we see a list of currencies.
 
The first one is the default and the most important currency.
 
* '''Exchange rate''' is equal to Default Currency DIVIDED BY some other currency, e.g. EUR Exchange rate when Default Currency is USD is equal (in 2009-03-24) 0.7351, e.g. USD/EUR.
* '''Exchange rate''' is equal to Default Currency DIVIDED BY some other currency, e.g. EUR Exchange rate when Default Currency is USD is equal (in 2009-03-24) 0.7351, e.g. USD/EUR.
* '''Last Update''' is for informational purposes.
* '''Last Update''' is for informational purposes.
* '''Active?''' - shows if this Currency is used in GUI (to create Tariffs, Payments, view Stats, etc).
* '''Active?''' - shows if this Currency is used in GUI (to create Tariffs, Payments, view Stats, etc).
* '''Update?''' - if checked, this currency (its exchange rate) will be updated from finances.yahoo.com at midnight.
* '''Update?''' - if checked, this currency (its exchange rate) will be updated from Kolmisoft server at midnight.
* '''Yahoo''' - update this currency (its exchange rate) from finances.yahoo.com right now.
* '''Edit''' - this option is accessible when '''Update?''' is OFF. You can then enter '''Exchange Rate''' manually for this currency.
* '''Edit''' - this option is accessible when '''Update?''' is OFF. You can then enter '''Exchange Rate''' manually for this currency.


* '''Update currencies from web''' - updates all currencies  marked as to be updated from the web.
* '''Update currencies from web''' - updates all currencies  marked as to be updated from the web.
<br><br>
'''NOTE''' that MOR operates in one and only one currency. In other active currencies you can see just results of calculation inside MOR.
<br><br>
== Default Currency ==
Currency, which has 1.0 exchange rate, is always active and you cannot update it, is the Default and the most important Currency.  In the beginning Default system currency is USD. If you want to use other currency:<br><br>
<big>'''It is very important to choose in which currency the software will operate and ask'''</big><br>
<big>'''support team to set such currency as the default before starting to work with the software'''.</big>
<br><br>
'''Every financial data is stored in system's default currency and later is converted'''.


Reports (like [[Last Calls]]) can be viewed in any other currency and if they are exported to PDF/CSV data matches the currency you are currently using to view that page.
<br><br>
[[File:Lastcalls currency.png]]
<br><br>
<br><br>
[[Invoices]] for users are generated using the currency set in their user details. An invoice can be viewed in any currency.


== Automatic Currency Update ==
== Automatic Currency Update ==


Currencies are automatically updated every midnight. Information is taken from finances.yahoo.com
Currencies are automatically updated every midnight. Information is taken from Kolmisoft server.


Only Currencies which has this option check will be updated:
Only Currencies which have this option checked will be updated:


'''Update?''' - if checked, this currency (its exchange rate) will be updated from finances.yahoo.com at midnight.  
'''Update?''' - if checked, this currency (its exchange rate) will be updated from Kolmisoft server.


<br><br>
<br><br>


== Add/Remove Currency ==
= Supported currencies =


There is a main set of currencies that cannot be removed from MOR.
Currencies are in MOR by default and can be updated automatically from Kolmisoft server.
 
<br><br>
You can add own currency - just make sure it is not in the list already.
[[File:currencies.png]]
 
<br><br>
To add a currency, fill data at the bottom of the Currencies table and click the Add icon.
 
For a newly added currency, you will need to set the Exchange Rate manually. Updating from Yahoo is not possible.
 
A manually added currency can be deleted, that is, removed from MOR.
 
<br>
== Default supported currencies ==
 
These currencies are in MOR by default and can be updated automatically from finances.yahoo.com.
 
* USD United States dollar
* EUR Euro
* XAF Cameroon CFA Franc BEAC
* ALL Albanian Lek
* DZD Algerian Dinar
* ARS Argentinian Peso
* AWG Aruban Florin
* AUD Australian Dollar
* ATS Austrian Schilling
* BHD Bahraini Dinar
* BDT Bangladesh Taka
* BBD Barbados Dollar
* BEF Belgian Franc
* BZD Belize Dollar
* BMD Bermuda Dollar
* BTN Bhutan Ngultrum
* BOB Bolivian Boliviano
* BWP Botswana Pula
* BRL Brazilian Real
* GBP British Pound
* BND Brunei Dollar
* BGN Bulgarian Lev
* KHR Cambodian Riel
* CAD Canadian Dollar
* CVE Cape Verde Escudo
* KYD Cayman Islands Dollar
* BCEAO CFA Franc
* XOF CFA Franc
* BEAC CFA Franc
* XPF CFP Franc
* CLP Chilean Peso
* COP Colombian Peso
* KMF Comoros Franc
* CRC Costa Rican Colon
* HRK Croatian Kuna
* CUP Cuban Peso
* CYP Cypriot Pound
* CZK Czech Koruna
* DKK Danish Krone
* DJF Djibouti Franc
* DOP Dominican Peso
* NLG Dutch Guilder
* XCD East Caribbean Dollar
* EGP Egyptian Pound
* SVC El Salvador Colon
* EEK Estonian Kroon
* ETB Ethiopian Birr
* FJD Fiji Dollar
* FIM Finnish Markka
* FRF French Franc
* GMD Gambia Dalasi
* DEM German Mark
* GHC Ghanaian Cedi
* GIP Gibraltar Pound
* GRD Greek Drachma
* GTQ Guatemala Quetzal
* GNF Guinea Franc
* GYD Guyana Dollar
* HTG Haitian Gourde
* HNL Honduras Lempira
* HKD Hong Kong Dollar
* HUF Hungarian Forint
* ISK Iceland Krona
* INR Indian Rupee
* IDR Indonesian Rupiah
* IEP Irish Punt
* ILS Israeli Shekel
* ITL Italian Lira
* JMD Jamaican Dollar
* JPY Japanese Yen
* JOD Jordanian Dinar
* KES Kenyan Shilling
* KWD Kuwaiti Dinar
* LAK Laos Kip
* LVL Latvian Lats
* LBP Lebanese Pound
* LSL Lesotho Loti
* LTL Lithuanian Litas
* MGF Malagasy Franc
* MWK Malawi Kwacha
* MYR Malaysian Ringgit
* MVR Maldives Rufiyan
* MTL Maltese Pound
* MRO Mauritania Ouguiya
* MUR Mauritius Rupee
* MXN Mexican Peso
* MNT Mongolian Tugrik
* MAD Moroccan Dirham
* MZM Mozambique Metical
* MMK Myanmar Kyat
* NAD Namibian Dollar
* NPR Nepal Rupee
* ANG Netherlands Antilles Guilder
* NZD New Zealand Dollar
* NIO Nicaraguan Cordoba
* NGN Nigerian Naira
* NOK Norwegian Krone
* OMR Oman Rial
* PKR Pakistani Rupee
* PGK Papua New Guinea Kina
* PEN Peruvian Sol
* PHP Philippines Peso
* PLN Polish Zloty
* PTE Portuguese Escudo
* QAR Qatari Rial
* CNY Renminbi Yuan
* ROL Romanian Leu
* RUB Russian Ruble
* SBD Solomon Islands Dollar
* STD Sao Tome & Principe Dobra
* SAR Saudi Arabian Riyal
* SCR Seychelles Rupee
* SLL Sierra Leone Leone
* SGD Singapore Dollar
* SKK Slovak Koruna
* SIT Slovenian Tolar
* ZAR South African Rand
* KRW South Korean Won
* ESP Spanish Peseta
* LKR Sri Lanka Rupee
* SHP St. Helena Pound
* SDD Sudanese Dinar
* SRG Surinam Guilder
* SZL Swaziland Lilangeni
* SEK Swedish Krona
* CHF Swiss Franc
* SYP Syria Pound
* TWD Taiwan New Dollar
* TZS Tanzanian Shilling
* THB Thai Baht
* TOP Tonga Isl Paanga
* TTD Trinidad Dollar
* TND Tunisian Dinar
* TRL Turkish Lira
* UGX Ugandan Shilling
* UAH Ukraine Hryvnia
* AED United Arab Emirates Dirham
* VUV Vanuatu Vatu
* VEB Venezuelan Bolivar
* VND Vietnam Dong
* WST Western Samoa Tala
* ZMK Zambia Kwacha
* ZWD Zimbabwean Dollar

Latest revision as of 15:21, 5 December 2017

Description

This page purpose is to manage currencies in your system. It is useful when your users use different currency.

It is necessary to decide in which currency the software will operate and ask
support team to set such currency as the default before starting to work with the software.

That means that all operations inside MOR will be done in this default currency.

Configuration

Go to SETTINGS -> Setup -> Settings -> Currencies

Currencies path.png

In this window, we see a list of currencies.

  • Exchange rate is equal to Default Currency DIVIDED BY some other currency, e.g. EUR Exchange rate when Default Currency is USD is equal (in 2009-03-24) 0.7351, e.g. USD/EUR.
  • Last Update is for informational purposes.
  • Active? - shows if this Currency is used in GUI (to create Tariffs, Payments, view Stats, etc).
  • Update? - if checked, this currency (its exchange rate) will be updated from Kolmisoft server at midnight.
  • Edit - this option is accessible when Update? is OFF. You can then enter Exchange Rate manually for this currency.
  • Update currencies from web - updates all currencies marked as to be updated from the web.



NOTE that MOR operates in one and only one currency. In other active currencies you can see just results of calculation inside MOR.

Default Currency

Currency, which has 1.0 exchange rate, is always active and you cannot update it, is the Default and the most important Currency. In the beginning Default system currency is USD. If you want to use other currency:

It is very important to choose in which currency the software will operate and ask
support team to set such currency as the default before starting to work with the software.

Every financial data is stored in system's default currency and later is converted.

Reports (like Last Calls) can be viewed in any other currency and if they are exported to PDF/CSV data matches the currency you are currently using to view that page.

Lastcalls currency.png

Invoices for users are generated using the currency set in their user details. An invoice can be viewed in any currency.

Automatic Currency Update

Currencies are automatically updated every midnight. Information is taken from Kolmisoft server.

Only Currencies which have this option checked will be updated:

Update? - if checked, this currency (its exchange rate) will be updated from Kolmisoft server.



Supported currencies

Currencies are in MOR by default and can be updated automatically from Kolmisoft server.

Currencies.png